Automatically sequencing inbound leads can be a powerful tool for sellers and marketers looking to decrease their time to engage with inbound leads and standardize their approach to various customer segments that come inbound from marketing efforts.
To create a trigger that will automatically sequence inbound leads:
- Create a sequence for each inbound lead type (you will need to also create a trigger for each sequence)
- Navigate to the Settings > Triggers in the Outreach menu
- Click the + Add button in the top right to create a new trigger
- Best practice: Click the "edit trigger" link on the bottom right of the quick create window to see all trigger settings
This prompts the trigger to take action if a lead is created as a prospect in Outreach through the Salesforce integration.
The event for this trigger should be "Prospect Created" so the triggers attempts to take action once a new lead is created as a prospect in Outreach from Salesforce.
These are the field conditions that need to be met before the trigger takes action on a prospect.
See the conditions grouped together below that denote the Title field must contain either "Director", "VP" or "CEO" - the Title field must also include "Sales" and the Company Size must be greater than "50".
This is the action the trigger finally takes once the event and conditions are met. In this case, you will automatically be adding the newly created prospect to the "CXOs Intro" sequence.