The Prospect Generated trigger allows you to automate workflows whenever a new prospect is created within the Prospecting Tool or through embedded widgets. This feature enhances lead management by automatically initiating contact creation, tagging, and engagement strategies.

Adding the Prospect Generated Trigger #

To set up the trigger, navigate to the Workflow Builder, click the Add New Trigger button, and search and select Prospect Generated as the trigger event. This trigger ensures that every new prospect automatically enters your automated workflow without manual intervention.

Add Filters #

Click the Add Filters button to customize the prospect-generated trigger by choosing from various available filters.

Prospect Conversion Score #

The Prospect Conversion Score filter enables businesses to prioritize leads based on their conversion potential. This score helps determine which prospects are more likely to engage and convert. For example, if you want to focus only on high-potential leads, you can set the filter to trigger workflows for prospects with a conversion score greater than 70, directing follow-up emails or SMS at leads with the highest probability of success.

Prospect Source #

The Prospect Source filter allows segmentation based on how the lead was created. This difference is crucial for carrying out targeted automation strategies:

• AI: Prospects generated through AI tools.
• In-App: Prospects created manually within the Prospecting Tool.
• Widget: Prospects generated through embedded lead capture widgets.

For instance, if you want separate workflows for manually added leads and those coming from a website form, this filter helps tailor automation accordingly.

Once you have set up your filters, click Save Trigger to finalize your prospect-generated workflow.

Note: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates. Once you have set up the trigger and its actions, publish and save the workflow to enable its functionality.

With the Prospect Generated trigger, businesses can automate lead engagement, streamline contact management, and ensure high-priority prospects receive immediate attention. Using filters such as conversion scores and prospect sources, teams can optimize outreach and improve conversion rates effortlessly.

Practical Example & Use Case #

A business wants to prioritize high-conversion prospects and engage them automatically. Using the Prospect Generated trigger with filters and automated actions, they can streamline lead management.

• Trigger: Prospect Generated.
• Filters: Source is Widget; Conversion Score greater than 70.
• Actions: Automatically create contacts for these prospects; assign special tags for segmentation and follow-ups; send a welcome email or SMS to new high-value prospects; export prospect data to Google Sheets for easy tracking.

Expected outcomes include improved engagement through timely automated messages, prioritized follow-up on high-converting leads, and seamless contact creation that reduces manual data entry.

Frequently Asked Questions #

When does the Prospect Generated trigger fire? #

It activates whenever a new prospect is created in the Prospecting Tool or through embedded widgets.

What filters are available? #

You can filter by Prospect Conversion Score and Prospect Source to refine which prospects start the workflow.

What are the Prospect Source options? #

AI (generated by AI tools), In-App (created manually in the Prospecting Tool), and Widget (from embedded lead capture widgets).

How does the Conversion Score filter help? #

It lets you prioritize high-potential leads, for example only triggering workflows for prospects scoring above 70.

What actions can follow this trigger? #

You can create contacts, assign tags, send welcome emails or SMS, export data to Google Sheets, and more.

How do I activate the workflow? #

After configuring the trigger, filters, and actions, click Save Trigger and then publish and save the workflow.