Automate Lead Management with the "Prospect Generated" Workflow Trigger
We're thrilled to unveil the latest enhancement to our platform: the "Prospect Generated" workflow trigger. This update provides a streamlined approach to lead management, ensuring efficient actions for new prospects created through both our Prospecting Tool and embedded widgets. Here's how this update can benefit you:
Key Features & Enhancements
1. New Workflow Trigger: "Prospect Generated"
- Automatic Workflow Activation: Initiate workflows automatically when new prospects are created.
- Supports Multiple Sources: Efficiently manage prospects from both in-app and widget origins.
2. Advanced Prospect Filtering
3. Automated Lead Management Actions
- Automated Emails/SMS: Send personalized messages to new prospects.
- Contact Creation: Seamlessly add new contacts for each prospect.
- Assign Tags: Enhance segmentation by categorizing contacts.
- Export Data to Excel: Efficiently track and manage prospect information.
Example Use Case
A business looking to focus on high-conversion prospects can set up a workflow as follows:
- Trigger: "Prospect Generated"
- Filters:
- Source: Widget
- Conversion Rate: > 70%
- Actions:
- Send a welcome email/SMS.
- Automatically create a contact.
- Assign specific tags.
- Export data to Excel.
Expected Outcomes:
- Enhanced Engagement: Ensure prompt communications with prospects.
- Prioritized Lead Follow-Up: Concentrate on prospects with a high conversion score.
- Effortless Contact Creation: Minimize manual data entry.
Additional Notes
- Availability: Feature available at the account level.
- Workflow Flexibility: Expand automation opportunities with various workflow actions.
Start using the "Prospect Generated" triggers to optimize lead management and increase your conversion rates today! 🚀
For more updates and to learn how to further enhance your workflows, explore our Product Updates.
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