Prospect Generated Trigger

Prospect Generated Trigger

System Updates
March 11, 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.

New FeatureNew UpdateWorkflowsAutomationTriggersProspecting Tool
Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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