Utilizing Query by Summit for Product Qualified Leads in Zapier

Introduction

This guide introduces the Query by Summit feature, which allows you to run SQL queries on CSV files within no-code workflow builders like Zapier and Make. By following this guide, you will learn how to set up triggers based on product qualified leads (PQLs) and automate notifications to your sales team.

Step-by-Step Instructions

Introduction to Query by Summit

Learn about the Query by Summit, a new trigger that integrates with no-code workflow builders.

Setting Up the Trigger

Access Zapier to create a trigger using the Query by Summit component, specifying "new record" as the action.

Understanding the Trigger Mechanism

Every time a new record matches the SQL query results, the workflow will be triggered. This is particularly useful for identifying product qualified leads.

Example of Product Qualified Leads

A product qualified lead is defined as a user who has sent a certain number of invitations, indicating readiness for an upsell.

Sending Notifications

When a new row is found (e.g., invitation count greater than five), you can send notifications through Slack to alert your sales team.

Viewing Query Results

You can view the original query and see the results in the sample database for insights into user activity.

Handling Duplicate Triggers

Zapier ensures that repeated triggers are ignored by deduplicating based on the admin's ID, only triggering once per organization meeting the criteria.

Modifying PQL Definitions

You can change your definition of a PQL at any time to better suit your needs, such as targeting users who are less active.

Communicating Product Signals

Utilize product signals to communicate effectively with your team and trigger no-code workflows based on user activity.

No Need for Dedicated Platforms

This integration allows you to operate without a dedicated platform, enabling you to experiment with product-led growth strategies using existing tools.

Conclusion

By utilizing Query by Summit in Zapier, you can effectively automate notifications based on product qualified leads. This guide has outlined the necessary steps and provided visual support to empower you to set up and optimize your workflow efficiently. With this setup, you're well-equipped to enhance your sales team's responsiveness and drive product-led growth.