Setting Up Workflow Triggers for New Prospecting Tool Prospects

Overview

The Prospect Generated workflow trigger enables you to automate actions whenever a new prospect is created in your CRM's Prospecting Tool. This includes prospects generated directly within the tool, through embedded widgets on your website, or via automated prospecting features. By using this trigger, you can streamline lead organization, improve follow-up efficiency, and enhance your sales process through targeted automation.

Trigger Details

Trigger Name

Prospect Generated

This trigger is available in the Workflow Builder section of your CRM.

How It Works

The trigger activates whenever a new prospect is created through any of these methods:

• In-App: When a prospect is manually added within the Prospecting Tool
• Widget: When a prospect is generated through an embedded widget on your website
• Automated Prospecting: When a prospect is created automatically through prospecting features

You can filter prospects based on:

• Source: Identify whether the prospect came from in-app creation, widgets, or automated prospecting
• Conversion Rate: Segment prospects by their likelihood to convert for targeted engagement

Configuration Steps

Step 1: Set Up the Workflow Trigger

Create a new workflow or edit an existing one in the Workflow Builder. In the trigger section, select Prospect Generated as your workflow trigger.

Step 2: Add Filters for Prospects

Apply filters to customize when your workflow triggers based on prospect details:

• Prospect Source: Choose to trigger actions for prospects from specific sources (in-app, widget, or automated prospecting)
• Conversion Rate: Set filters for high-conversion prospects (for immediate follow-up) or low-conversion prospects (for nurturing campaigns)

Step 3: Map Prospect Details to Automated Actions

Configure automated actions that will execute when the trigger conditions are met:

• Assign prospects to specific sales pipelines
• Send welcome emails or SMS messages
• Notify team members about new prospects
• Apply tags and categories for better organization

Step 4: Save and Test Your Workflow

After configuring your trigger and actions:

1. Save your workflow
2. Test by creating test prospects through different methods (in-app and widget)
3. Verify that the automation triggers correctly
4. Adjust conditions or actions if needed

Example Scenario

To send welcome emails to widget-generated prospects and alert your team about high-conversion leads:

1. Set trigger to Prospect Generated
2. Add filters: Source = Widget and Conversion Rate > 70%
3. Configure actions: Send personalized welcome email and notify sales team
4. Result: New widget prospects receive immediate welcome communication, and high-value leads get prioritized attention

Conclusion

Using the Prospect Generated workflow trigger helps automate your lead management process, improves targeting efficiency, and enhances overall conversion rates. By filtering prospects based on source and conversion likelihood, you can create strategic engagement workflows that optimize your sales funnel and team productivity.