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Setting Up Your First Workflow Automation or Sales Alert

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Setting Up Your First Workflow Automation or Sales Alert

April 26, 2024

What are Leadoo Sales Alerts?

Leadoo Sales Alerts brings you Company Identification’s incredible insights straight to you without the hassle of logging in. 

Company ID tracks visitor interactions, revealing annual revenue and industry specifics. Dive into a wealth of data, including interactions, conversations, and conversion points, all at your fingertips. Save filters for pinpoint accuracy in identifying the hottest prospects.

Sales Alerts means no more logging in; receiving automatic email notifications with targeted filters in real-time. It’s your shortcut to staying ahead in capturing those hot prospects.

Not familiar with Company Identification yet? Find out all about it here.

Our CPO & Founder Mikael da Costa walks you through it below.

Prefer written steps? Keep scrolling.

Setting up your first Sales Alert

We’ve given you plenty of control to personalise exactly when and how often you can trigger an alert. But, here’s a step-by-step guide to getting started.
Let’s set up a workflow that alerts you when a company that meets your ICP lands on your site.

Workflow Setup

  • Name your workflow for easy identification in email notifications
  • Set the frequency – Select ‘once per profile in a timeframe’ and set it for 1 hour
  • This will track returning visitors and generate separate sessions. Adjust as you need to.
  • Chose the triggers – Select ‘Any page’
Screen Shot 2024 04 26 at 11.11.04 AM Sales Alerts Setting Up Your First Workflow Automation or Sales Alert

Screen Shot 2024 04 26 at 11.05.41 AM Sales Alerts Setting Up Your First Workflow Automation or Sales Alert

Filter criteria

Define conditions based on visitor actions, company industry, revenue and country then, filter this against high-intent pages

  • Visitor has visited: leadoo.com/industries/marketing, leadoo.com/pricing
  • Visitor has not visited: leadoo.com/careers, leadoo.com/support
  • Visitor: Belongs to a company
  • Company Industry: IT Services, Professional Services & Software
  • Company Revenue: $1M-$10M
  • Company Country: United Kingdom
Screen Shot 2024 04 26 at 11.09.34 AM Sales Alerts Setting Up Your First Workflow Automation or Sales Alert

Setup the Notification

Create a notification email to any user on your account with ease. Build your email using the earlier conditions as macros for quick reference. Then you’ll be all set to receive timely email alerts whenever a prospect meets your defined conditions.
Here’s an example you can follow:

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What if the customer is already a prospect or customer?

That’s where our 2-way integration comes into play and ensures seamless notifications to the right salesperson without unnecessary pings.

To do this you’ll need to have an integration already set up and be able to share additional information with us such as:

  • The field name and the options that identify a contact as a prospect/customer
  • The field name that shows who that contact is assigned to

You’ll then be able to filter Sales Alert notifications more intelligently and sync the data into the platform like below.

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To explore the benefits of 2-way integration, reach out to your Onboarding Manager or Customer Success Manager today.

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