Workflows

Learn to build Account Intelligence Workflows that detect intent, research, qualify, identify key decision-makers, and streamline your team’s processes.

Automate outreach to high-intent website visitors

Identify high-intent website visitors and reach out immediately.

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Prospecting to contacts at accounts that demonstrate intent

Identify accounts showing intent and reach out to relevant contacts automatically.

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Sync audiences displaying third-party intent signals to ad platforms

Use third-party signals to build audiences and sync these to your ad platforms for targeting.

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Sequence contacts to appropriate outbound workflows depending on intent score

Tailor automated outreach to your hot, warm, and cold accounts.

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Sync high-intent score audiences to ad platforms

Build audiences of contacts at accounts with high intent scores and sync them to your ad platforms for targeting.

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Prospect to job changers at existing customer accounts

Detect job changers at customer accounts and automate outreach.

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Scrape an account’s website for technographic data and sequence to outbound sequence

Find technographic data and use it to power your outbound.

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Monitor for accounts hiring positions that implement or use your product

Detect hiring activity and use it to tailor your automated outbound.

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Identify missing target contacts in your CRM, add them automatically, and trigger outreach

Keep your CRM up to date with fresh contacts.

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Sync audiences using competitors’ products with ad platforms

Identify prospects that are using your competitors’ products, and sync this audience with your ad platforms for ad targeting.

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Send targeted content based on website visitors’ activity

Identify website visitor activity and send tailored content.

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Qualify audience based on technographic information and sync to ad platforms

Find technographic data and use it to power your ad targeting.

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Detect dissatisfaction with competitor software and send research to CRM account record

Identify prospects that aren’t happy with your competitors, and send this information to your CRM.

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Detect job listings for positions that require a tech stack that mentions competitors

Use job listings that mention competitors as a signal for automated outbound.

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Sync audience of accounts hiring positions that implement or use your product to ad platforms

Detect hiring activity and use it to target ads.

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