| Step | Module |
|---|---|
| 1 | Google Sheets → Watch New Row |
| 2 | Filter → Check if linkedin_url + campaign_id present |
| 3 | Router → Check persona |
| 4a | If persona = Sales → Add to HeyReach (Sender A) |
| 4b | If persona = PM → Add to HeyReach (Sender B) |
| 5 | Optional → Send Slack or Gmail alert |
Add this new column:
persona — use this to label each lead’s role or department
Examples: Sales, Marketing, Product, RevOps
This allows you to route more intelligently and map leads to the best sender.
💡Intake tip: You can manually fill this Google Sheet, or use another Make scenario to populate it from your CRM, lead forms, or enrichment workflows. This way, lead intake stays modular, and routing stays clean.
Use round-robin when persona is blank → fallback logic.
If persona is filled, use Router logic to match sender.
✅ [Copy Google Sheet]