Workflow Trigger for New Prospects in the Prospecting Tool

How to Configure

Step 1: Setting Up the Workflow Trigger

1. Create or Edit a Workflow:

   • Click on "Create Workflow" or select an existing one to edit.

2. Select the Trigger:

   • In the trigger section, choose "Prospect Generated" as your workflow trigger.
   • This trigger enables automated actions for new prospects, allowing you to filter and organize them for more effective sales targeting.

Step 2: Adding Filters for Prospects

To make your workflow more effective and tailored, apply filters to trigger specific actions based on prospect details.

1. Prospect Source:

   • In-App: Trigger actions for prospects generated directly within the Prospecting Tool.
   • Widget: Trigger actions for prospects generated via embedded widgets on your website.
   • This filter helps you distinguish between different lead sources, allowing for customized follow-up strategies.

2. Conversion Rate:

   • Filter prospects by their conversion rate.
   • Create separate workflows for:
     • High-Conversion Prospects: Trigger personalised outreach or direct sales follow-up.
     • Low-Conversion Prospects: Set up nurturing campaigns to increase engagement.
   • This segmentation enables strategic engagement, maximising your sales potential.

Step 3: Mapping Prospect Details to Automated Actions

After configuring the trigger and applying filters, the next step is to map prospect details to automated actions. This ensures you can leverage advanced workflow automation within the Prospecting Tool.

Automated Actions Include:

• Assigning Prospects to Sales Pipelines: Automatically organize prospects into relevant stages of your sales pipeline.
• Sending Welcome Emails or SMS: Initiate personalized communication with newly generated prospects.
• Notifying Team Members: Alert your sales team about high-conversion prospects in real-time.
• Tagging and Categorising Prospects: Automatically organize prospects by tags, categories, or niches for better segmentation.

Step 4: Saving and Testing Your Workflow

Once all configurations and mappings are completed:

• Click Save: Finalise your workflow.
• Test the Workflow: Simulate a new prospect generation (both in-app and via widgets) to verify if the automation is triggered as expected.
• Adjust as Needed: If the workflow isn't functioning as intended, fine-tune the conditions or actions.

Example

Scenario: You want to send a personalised welcome email to every new prospect generated via an embedded widget and alert your sales team for high-conversion prospects.

1. Trigger Configuration:

   • Set the trigger as "Prospect Generated".
   • Filter by Source = Widget and Conversion Rate > 70%.

2. Automated Actions:

   • Send Welcome Email: Personalised email is automatically sent to the new prospect.
   • Notify Team: Sales team is notified about the high-conversion lead for immediate follow-up.

3. Outcome:

   • New prospects from the widget receive an instant welcome email.
   • High-conversion prospects are flagged, ensuring prioritized engagement by your sales team.

Conclusion

By setting up workflow triggers for new prospects generated through the Prospecting Tool, you can automate lead management, enhance sales targeting, and improve overall conversion rates. Using filters like prospect source and conversion rate, you can tailor workflows to engage prospects strategically, streamlining your sales funnel and optimizing team productivity.

For any questions or support, feel free to reach out to our team.