When a new Prospect is generated, multiple workflows can be triggered automatically. These may include welcome emails, automated lead assignment to your opportunities or pipelines, and more. This ensures that every prospect is immediately engaged and seamlessly integrated into your sales process without manual intervention.

How It Works #

Begin by adding the Prospect Generated trigger to your workflow.

You can choose to capture leads from a variety of sources, including AI-based prospecting, in-app engagement, and embedded Prospecting Widgets.

This flexibility allows your team to leverage different channels to attract and convert leads more efficiently.

Send Branded Prospecting Audit Reports #

Deliver value right from the start by sending detailed Prospecting Audit Reports to your clients via email. These reports help establish credibility and showcase insights into a prospect’s digital presence or business needs.

Use other Prospect-related custom values to improve the chances of engagement and stand out from generic outreach attempts.

Create Opportunities #

Once a prospect enters the system, you can automatically create an Opportunity in your pipeline. This enables teams to track, qualify, and manage leads without missing a beat.

Opportunities can be assigned to specific stages, or pipelines, based on the prospect source or attributes, helping teams prioritize leads and drive conversions more effectively.

By combining automated workflows with dynamic prospecting and personalized reporting, the Prospecting tool empowers teams to work smarter, respond faster, and close more deals.

Frequently Asked Questions #

How do I trigger a workflow from a prospect? #

Add the Prospect Generated trigger to your workflow so that actions run automatically whenever a new prospect is created.

Which prospect sources can trigger the workflow? #

You can capture leads from AI-based prospecting, in-app engagement, and embedded Prospecting Widgets.

Can I email an audit report automatically? #

Yes. You can send detailed, branded Prospecting Audit Reports to clients via email directly from the workflow.

How do I personalize the outreach? #

Use Prospect-related custom values to tailor your messaging and stand out from generic outreach attempts.

Can the workflow create opportunities? #

Yes. Once a prospect enters the system, the workflow can automatically create an Opportunity in your pipeline.

Can opportunities be routed to specific pipelines or stages? #

Yes. Opportunities can be assigned to specific stages or pipelines based on the prospect source or attributes.