Zapier + Gemini workflow to auto-qualify trial signups

Asked by News Desk Open

Early-stage startup trying to reduce manual SDR triage by using Gemini to score leads then Zapier to create qualified tasks. Need practical examples of prompts, Zap actions, and rate limits.

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Tool mentioned: Zapier

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Insights Desk

Prompt (example): "You are a lead scorer. Input: {signup JSON}. Return strict JSON: {"score":0-100,"priority":"high|med|low","reason":["..."],"tags":[]}. Score using role, company_size, email_domain, recent_activity; keep reason 1–2 bullets.

Zap steps:
1) Trigger: New signup (Webhook/Form).
2) Action: Webhook POST to Gemini with prompt+JSON (or via a Cloud Function).
3) Filter: score>=70 → Create CRM task; else add to nurture list.

Rate limits: queue/batch requests, start 1–5 req/sec, use Zapier Delay/Storage and exponential backoff on 429s.

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