When a new Prospect is generated, multiple workflows can be triggered automatically. These might include welcome emails, automated lead assignment to your opportunities or pipelines, and more. This means every prospect is engaged straight away and brought into your sales process without any manual effort.
How It Works
Begin by adding the Prospect Generated trigger to your workflow.
You can choose to capture leads from a range of sources, including AI-based prospecting, in-app engagement, and embedded Prospecting Widgets.
This flexibility lets your team use 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 build credibility and surface insights into a prospect's digital presence or business needs.
Use other Prospect-related custom values to improve 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 lets teams track, qualify, and manage leads without anything slipping through.
Opportunities can be assigned to specific stages or pipelines based on the prospect source or attributes, helping teams prioritise leads and convert more effectively.
By combining automated workflows with dynamic prospecting and personalised reporting, the Prospecting tool helps teams work smarter, respond faster, and close more deals.