Workflow example
Google Maps lead intelligence engine
Collect and organize permitted public business information into a structured lead-research workflow.
01 / The problem
Where the work gets stuck
Public business information can be difficult to review consistently when provenance, permitted fields, deduplication, and outreach controls are not explicit.
02 / The approach
One connected workflow
The workflow collects selected listing fields, validates and deduplicates records, then prepares them for the chosen CRM or spreadsheet.
Start with the information and channels the workflow is allowed to use.
Make validation, routing, and exception handling explicit.
Keep people responsible for decisions that need context or approval.
03 / Workflow
A practical view of how information moves from the first input to the final handoff.
- 01
Define permitted sources, fields, and platform constraints.
- 02
Collect only the selected public business fields.
- 03
Apply documented validation and deduplication rules.
- 04
Route validated records to the chosen internal destination.
04 / Project details
Business-listing collection
The workflow turns selected public business-listing information into structured records that a sales or research team can review and use.
Fields and sources
- Collect selected listing fields such as company name, phone number, website, category, location, and available public social links.
- Keep the source and permitted field set explicit for each collection run.
- Organise the collected information into a consistent schema rather than leaving it as unstructured search results.
Data preparation
- Validate required fields and normalise common formatting differences.
- Detect duplicate companies or locations before records are passed downstream.
- Classify and segment businesses by geography, industry, category, or keyword.
- Keep review rules available for records that cannot be classified reliably.
CRM and outreach handoff
- Send structured records to a selected CRM or spreadsheet through an API or controlled import.
- Preserve the segmentation fields needed for territory research or campaign preparation.
- Optionally connect reviewed records to a separate personalised outreach workflow with its own channel and approval rules.
A useful starting point
Is a similar handoff slowing your team down?
Bring the current process, the systems involved, and the exceptions your team handles manually. We will identify a useful first scope together.
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