Trigger: New lead or contact record created or imported into CRM.
What this automates: The first quality gate in an AI-powered outbound system. Bad data is blocked before it consumes API calls in downstream steps.
- New lead record detected
- Duplicate check by email and domain
- Domain validation — personal emails (gmail, hotmail, yahoo) rejected automatically
- Required field validation: first_name, last_name, email, company_name, domain, role_title, industry
- Owner assigned based on territory rules or round-robin
