Account Intelligence Starting Workflows

Low-Medium Intent Workflow

This workflow captures all Low-Medium Intent contacts and companies, creates messages, syncs them to your sequencing platform, LinkedIn, and display ads and updates your CRM.

This is an always-on high performing workflow.

Contact Discovery and Sync to Salesforce To Fill Out Buying Groups

This workflow fills out buying groups in your CRM for any account in your pipeline, high-intent accounts, or your ICP accounts so you have the accurate buying groups with contact information in your CRM at all times.

Automated Account Research For ICP Accounts

This workflow does automated research on a scheduled for all ICP Accounts. For example, if you want to know whenever your ICP accounts mentions AI initiatives in their earnings calls or starts working with a new ATS provider or any other relevant signal, this workflow detects it automatically and takes action.

These are the most common starter workflows. They are all self-serve and you can start with others depending on your priorities. During implementation, you can strategize with your CSM.