Wrkflow Template
Automated Lead Sequence Enrollment
Building email lead sequences can be time-consuming, and hard to personalize. With our Automated Lead Sequence Enrollment Wrkflow, automatically transfer contacts from Salesforce to Hubspot or your CRM of choice and generate a static list. Then create templated email workflow sequences with personalization tokens, action triggers, and scheduled start/end dates. Create a customer-focused checklist for opt-ins, and score each lead according to engagement level.
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Building email lead sequences can be time-consuming, and hard to personalize. With our Automated Lead Sequence Enrollment Wrkflow, automatically transfer contacts from Salesforce to Hubspot or your CRM of choice and generate a static list. Then create templated email workflow sequences with personalization tokens, action triggers, and scheduled start/end dates. Create a customer-focused checklist for opt-ins, and score each lead according to engagement level.
Drive Engagement
Engage your leads with automated email sequences that drive interest and prompt action. Score each lead based on their actions.
Maximize Efficiency
Save time and reduce resource strain by automatically transferring contacts, creating lists, and generating email sequences.
Know Your Leads
Understand the mindset of each lead with detailed engagement data, showing which emails they responded to, and if they’re ready for follow-up.
Make this Wrkflow work for you
Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for Automated Lead Sequence Enrollment, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform.