Zapier + Gemini workflow to auto-qualify trial signups
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.
Best tools for this use case
Based on the workflow in this discussion, these tools are useful starting points to review.
Zapier
Best general-purpose automation layer for connecting tools and processes quickly.
Make
Powerful automation builder for advanced visual flow design and multi-step operations.
n8n
Technical automation platform with strong flexibility, control and AI workflow potential.
Answers
Approved replies, operator insight, and tactical follow-up from the community.
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.
Compare Zapier vs Make: Compare Zapier and Make