The Prospect Generated trigger allows you to automate workflows whenever a new prospect is created within the Prospecting Tool or through embedded widgets. This feature enhances lead management by automatically initiating contact creation, tagging, and engagement strategies.

Adding the Prospect-Generated Trigger

To set up the trigger, navigate to the Workflow Builder, click the "Add New Trigger" button, and search and select "Prospect Generated" as the trigger event. This trigger ensures that every new prospect automatically enters your automated workflow without manual intervention.

Add Filters

Click the "Add Filters" button to customize the prospect-generated trigger by choosing from various available filters.

Prospect Conversion Score

The Prospect Conversion Score filter enables businesses to prioritize leads based on their conversion potential. This score ranges from 1 to 100 and helps determine which prospects are more likely to engage and convert.

For example, if you want to focus only on high-potential leads, you can set the filter to trigger workflows for prospects with a conversion score greater than 70. This ensures that your automated actions, such as follow-up emails or SMS, are directed at leads with the highest probability of success.

Prospect Source

The Prospect Source filter allows segmentation based on how the lead was created. This difference is crucial for carrying out targeted automation strategies.

• In-App: Prospects are created manually within the Prospecting Tool.
• Widget: Prospects generated through embedded lead capture widgets.

For instance, if you want to create separate workflows for manually added leads and those coming from a website form, this filter helps tailor automation accordingly.

Once you’ve set up your filters and reminders, click "Save Trigger" to finalize your prospect-generated workflow.

📌NOTE: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Once you’ve set up the trigger and its actions, publish and save the workflow to enable its functionality.

Example Use Case

A business wants to prioritize high-conversion prospects and engage them automatically. By using the "Prospect Generated" trigger with filters and automated actions, they can streamline lead management.

• Trigger: Prospect Generated.
• Filters: 
  • Source: Widget.
  • Conversion Score: Greater than 70.
• Actions:
  • Automatically create contacts for these prospects.
  • Assign special tags for segmentation and follow-ups.
  • Send a welcome email or SMS to new high-value prospects.
  • Export prospect data to Google Sheets for easy tracking.
• Expected Outcomes:
  • Improved Engagement: Automated messages ensure prospects receive timely communication.
  • Prioritized Lead Follow-Up: Focus efforts on high-converting leads.
  • Seamless Contact Creation: Reduce manual data entry and enhance organization.

With the Prospect Generated trigger, businesses can automate lead engagement, streamline contact management, and ensure high-priority prospects receive immediate attention. By utilizing filters such as conversion scores and prospect sources, teams can optimize their outreach strategies and improve conversion rates effortlessly.