Using Query by Summit for Product Qualified Leads in Zapier

This guide will walk you through the process of using the Query by Summit trigger in no-code workflow builders like Zapier and Make to run SQL queries on CSV files. By the end of this guide, you'll understand how to set up a workflow that allows you to identify product qualified leads based on invitation counts and automate notifications to your sales team.

Query by Summit is a new trigger that can be utilized within no-code workflow builders to execute SQL queries against CSV files.

CSV files can be stored directly online or generated from databases like Heroku Data Clips or Google Sheets published as CSVs. If you don’t have Heroku, tools like Hello Query can also be used to publish your database as a CSV file.

To create a trigger in Zapier, navigate to the Query by Summit component and select "new record." This trigger activates whenever a new record that meets the SQL query criteria is identified in the CSV file.

In this example, we will focus on product qualified leads (PQLs). A PQL is defined as a user of your product who has sent a certain number of invitations, indicating they might be ready for an upsell.

When the trigger detects a new row where the invitation count exceeds five, you can set up a notification to inform your sales team via Slack or any other communication tool.

After executing the query, you can observe the results. For instance, if three organizations are using the product, with invitation counts of eight, six, and one respectively, you can focus on the ones with higher engagement.

Zapier will only trigger the workflow the first time it identifies a matching record, thus avoiding repeated notifications for the same organization by tracking the admin's ID.

You can change the criteria for what constitutes a PQL by adjusting your SQL query. For example, you might decide to reach out to users who have sent fewer than one invitation to nurture their engagement.

This process allows you to leverage product signals to communicate effectively with your team and trigger workflows without needing a dedicated platform, thus enabling experimentation with product-led growth strategies.

By following this guide, you should now be able to set up a Query by Summit trigger in Zapier to identify product qualified leads and automate notifications to your sales team. This integration not only enhances your workflow efficiency but also helps in nurturing potential customers based on their product engagement.