Automation Workflows
Ch 7 & 11: Make.com scenarios — Vapi webhooks, CRM updates, follow-up scheduling
Trigger: New record imported to CRM
Action: Query county appraisal district, SOS business search, people-search directories
Trigger: New lead or lead data updated
Action: Calculate weighted score from 5 factors, update lead score field
Trigger: New drilling permit filed in target county
Action: Alert operator, add to permits tracker, flag for outreach
Trigger: Vapi.ai call completed webhook
Action: Update Google Sheet lead status, log call details, schedule follow-up
Trigger: Call outcome = DNC Request
Action: Add phone to DNC list, update lead status to DNC, remove from call queue
Trigger: Call outcome = Callback Scheduled or Interested
Action: Create calendar event, queue for Follow-up agent, send confirmation email
Trigger: Daily at 6:00 AM CST
Action: Run county record scrapers for all active counties, import new records to CRM