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.
2. 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 =.
3. Automated Lead Management Actions
Automated Emails/SMS – Engage new prospects with personalized communication.
Contact Creation – Automatically create contacts for new prospects.
Assign Tags – Categorize contacts for better segmentation.
Export Data to Excel – Track and manage prospect data efficiently.
Example Use Case
Scenario: A business wants to prioritize 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.
Expected Outcomes
Improved Engagement – Ensure timely follow-ups with prospects.
Prioritized Lead Follow-Up – Focus on high-conversion prospects.
Seamless Contact Creation – Reduce manual data entry efforts.
