This feature is only available in the TexAu cloud version and will require a proxy.
One great feature of TexAu is the ability to trigger a workflow from an external webhook POST request.
With this, you could use lead identification tools like Albacross, Leedfeeder, or Happierleads to trigger a workflow and outreach your inbound prospects on LinkedIn and other social networks once they visit your site.
But what you could also do is find the hot leads that filled a form on your website, showing an even greater interest in your offer.
Those leads will also be added to your CRM with further enriched data like email, LinkedIn profile, and company details.
Building The Workflow
Here we will build a workflow that will find a prospect on LinkedIn each time a form is filled with the following required fields:
- Full Name
- Optional: LinkedIn profile URL
Here's what the workflow will look like:
- Find a LinkedIn profile from the prospect's first name, last name, and company name.
- Visit and scrape the prospect's LinkedIn profile page details.
- Wait 1 hour before sending a connection request.
- Send a connection request with a greeting message.
- Find the prospect's email address.
- Verify the prospect email.
- Send data to Google Sheets.
You must have at least ONE automation module added in the workflow builder to be able to test the webhook trigger.
Go in the top menu bar in the upper left corner of the workflow builder and click the Webhook icon:
Copy the Webhook URL and toggle on "Listening" to capture the Webhook response.
Click "Determine data structure":
Now, TexAu will wait and listen to capture the test response from the form:
Let's now hop in our form builder, and today we will use a great one called :
Note: this setup can be reproduced with any form builder with webhooks like Typeform, Paperform, Aidaform, Question Scout, Qwary, Fluent Forms, etc... Please report the documentation of each of those to reproduce the same process.
In Block Survey, create a form then open its settings:
Go to the "integrate" tab, then click the webhooks card on the right.
After that, click the button "Add New Webhooks":
There, configure your webhook as follows:
- Type: Middleware Integrations
- URL: your webhook URL
- Request type: POST
- Status: ON
- Custom payload: toggle ON
For custom headers, set as follows:
In the Payload Settings, click "Choose Placeholder"
Here, select the data fields you want to send via webhooks to TexAu:
Finally, click "Send Test Request":
You will see on the right panel the request details:
Now go back in TexAu, you should receive the response:
Launching The Workflow
In the first automation module "Find a LinkedIn profile", go to the settings and add the following variables taken from the form payload we collected previously:
Don't forget to leave an empty space between the two variables.
That way we will query LinkedIn with the following search: "Full Name Company Name"
Test Your Workflow
Now, go back to your form fill it with at least a real name and company name, then click "Submit":
Once the response is captured, the workflow will be triggered and executed in the background.
You'll find that in the Results tab on the left menu bar:
The workflow is executed and the log shows the LinkedIn profile found: