Automate Lead Management with the “Prospect Generated” Workflow Trigger 💥

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Introducing the "Prospect Generated" Workflow Trigger

We’re excited to introduce the "Prospect Generated" workflow trigger, making it easier than ever to automate actions when new prospects are created in the Prospecting Tool or via embedded widgets. This update streamlines lead management, automates contact creation, and enhances engagement with potential clients.

Key Features & Enhancements:

  1. New Workflow Trigger: "Prospect Generated"
    • Automatic Workflow Activation – Triggers workflows whenever a new prospect is created.
    • Supports Multiple Sources – Works for both in-app and widget-generated prospects.

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  1. Advanced Prospect Filtering
    • Prospect Source:
    • 💻 In-App – Identify and act on manually created prospects.
    • 🌐 Widget – Target prospects generated via embedded widgets.
    • Prospect Conversion Score:
    • Filter prospects based on their conversion score (1-100) with operators like >, <, and =.

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  1. Automated Lead Management Actions
    • Automated Emails/SMS – Engage new prospects with personalised communication.
    • Contact Creation – Automatically create contacts for new prospects.
    • Assign Tags – Categorise contacts for better segmentation.
    • Export Data to Excel – Track and manage prospect data efficiently.

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Scenario: A business wants to prioritise high-conversion prospects and engage them automatically.
Trigger: "Prospect Generated"
Filters:

  • Source = Widget
  • Conversion Rate > 70%
    Actions:
  • Send welcome email/SMS to new prospects.
  • Automatically create contacts.
  • Assign special tags for segmentation.

  • Export prospect data to Excel.

  • Improved Engagement – Ensure timely follow-ups with prospects.
  • Prioritised Lead Follow-Up – Focus on high-conversion prospects.
  • Seamless Contact Creation – Reduce manual data entry efforts.

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⚡ Availability: This feature is available only at the sub-account level.
⚡ Endless Workflow Possibilities: Expand automation with additional workflow actions.
Start leveraging "Prospect Generated" triggers today to optimise your lead management and boost conversions! 🚀