Utilizing Query by Summit with Zapier for Product Qualified Leads

Step-by-Step Instructions

Introduction to Query by Summit

Click on the Query by Summit component, which is a new trigger that can be used in no-code workflow builders like Zapier and Make to run SQL queries on CSV files.

Understanding CSV File Sources

Browse through how CSV files can be stored online or published from databases, such as Heroku Data Clips or Google Sheets, to be used as CSV.

Using Hello Query for Databases

If you don’t have Heroku, you can utilize tools like Hello Query to publish your database as a CSV file.

Setting Up a Trigger in Zapier

Navigate to Zapier and create a trigger using the Query by Summit component. Set it to trigger on a new record.

Configuring the SQL Query

When a new record matches the SQL query results on the CSV file, this workflow will trigger, for example, for product qualified leads.

Definition of a Product Qualified Lead

Understand that a product qualified lead is someone using your product who has sent a specific number of invitations indicating readiness for an upsell.

Triggering Notifications

Every time a new row is found where the invitation count exceeds five, you can trigger actions, such as sending a notification through Slack to inform the sales team.

Reviewing Trigger Results

You can view the results in the original query, displaying how many invitations different organizations sent.

Deduplication of Triggers

The Zapier system ensures that triggers are deduplicated by looking at the admin ID, triggering the workflow only once per qualified organization.

Modifying PQL Definitions

If your definition of a product qualified lead changes, you can modify the workflow accordingly to target different user activities.

Communicating with Your Team

Use product signals to communicate changes and trigger no-code workflows, enhancing your team's responsiveness to user engagement.

Start Experimenting with Product-Led Growth

Now that you can leverage Zapier to connect with your database, you can start experimenting with product-led growth strategies without needing a dedicated platform.