Add new researchers at open deals to the CRM

When a new person at an open-deal account researches your topic, it creates them as a CRM contact with an intent note.

Use this workflowHow it works

3 stepsDaily

The workflow diagram

Add new researchers at open deals to the CRM: workflow diagramThe 3 steps of this workflow, from its trigger to the final step.When a researcher matches an open deal. MarketPulseBWWHENTRIGGERWhen a researcher matchesan open dealMarketPulseAlready a CRM contact?Already a CRMcontact?Create the contact with an intent note. IntegrationsCRTHENCreate the contact withan intent noteIntegrationsAdd an intent note to the contact. IntegrationsCRTHENAdd an intent note to thecontactIntegrationsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a new person at an open-deal account researches your topic, it creates them as a CRM contact with an intent note. People already in the CRM just get the note.

Why it works. New researchers at a deal are often the stakeholders your rep has not met yet, and the CRM is where reps look.

CRM writes happen automatically. Nothing is sent to buyers.

How it works

It starts: When a researcher matches an open deal.

  1. 1

    Already a CRM contact?

    If yes, it goes on to "Add an intent note to the contact". If no, it goes on to "Create the contact with an intent note".

  2. 2

    Add an intent note to the contact

    Adds or updates the records in your CRM.

  3. 3

    Create the contact with an intent note

    Adds or updates the records in your CRM.

What you need

  • MarketPulse in your BrandWell plan
  • Your CRM
  • Pipeline sync
  • A MarketPulse topic

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes plan with MarketPulse intent data enabled. Subscription fees are separate. Pulls use your plan allowance; extra pulls cost more unless explicitly included below.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

Related workflows