Prospect Generated Trigger

Prospect Generated Trigger

system update
March 05, 2025•1 min read

Every lead matters in business. You don’t want potential opportunities slipping away and costing you revenue. With automated workflows, you can maximize leads generated through the Prospecting Tool or embedded widgets effortlessly. Ready to see how it works? Let’s dive in.

⭐️Why Is This Feature Beneficial To Your Company?

  • Contact Management: Automate contact creation and simplify data management by moving opportunities created with the Prospecting Tool or embedded widgets into your system.

  • Boosted Engagement: This helps you improve customer communications with the usage of workflows to onboard and follow up with leads.

  • Professional Image: Make complex workflows with simple triggers, ensuring you can keep a professional standard and low wait times in all communications with minimum effort.

⭐️How To Use The “Prospect Generated” Trigger?

  1. Head to the Workflows tab inside the Automation tab and create a new workflow.

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  2. Click + Add New Trigger and select the Prospect Generated trigger.

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  3. Click + Add filters to access the advanced filtering.

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  4. Select between the Prospect options, such as Source or Conversion Score. This allows you to limit who triggers this workflow.

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The Prospect Generated Trigger will help you approach leads easily and automate your contact creation process for incoming leads provided by your Prospecting Tool or embedded widgets.

workflowsworkflowautomationtriggertriggersprospecting tool
Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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