Complete every new CRM contact and sync it back

When a contact is created, fills in their role and company, checks the email with included checks, and syncs the completed record back to your CRM after you approve.

Use this workflowHow it works

6 stepsEach new contactYou approve before anything is sent

The workflow diagram

Complete every new CRM contact and sync it back: workflow diagramThe 6 steps of this workflow, from its trigger to the final step.When a contact is created or updated. OutreachBWWHENTRIGGERWhen a contact is createdor updatedOutreachAlready completed?Alreadycompleted?Fill role and profile (LeadFuze first). Paid per resultDATHENFill role and profile(LeadFuze first)Paid per resultFill company details (LeadFuze first). Paid per resultDATHENFill company details(LeadFuze first)Paid per resultCheck the email (included and free checks). Paid per resultDATHENCheck the email (includedand free checks)Paid per resultMark as completed. Audiences and recordsBWTHENMark as completedAudiences and recordsSync the completed contact to your CRM. Waits for your approvalCRTHENYOUR OKSync the completedcontact to your CRMWaits for your approvalThis 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 contact is created, fills in their role and company, checks the email with included checks, and syncs the completed record back to your CRM after you approve.

Why it works. Reps skip half-empty records, and complete contacts route, score and report correctly from day one.

CRM updates wait for your approval; you can switch them to automatic once you trust the data.

How it works

It starts: When a contact is created or updated, or when someone joins your CRM audience.

  1. 1

    Already completed?

    If yes, it stops for that person. If no, it goes on to "Fill role and profile (LeadFuze first)".

  2. 2

    Fill role and profile (LeadFuze first)

    Adds the person's role and profile details.

  3. 3

    Fill company details (LeadFuze first)

    Adds company details such as size, industry and website.

  4. 4

    Check the email (included and free checks)

    Checks the email is deliverable before anything is sent. Free checks run first.

  5. 5

    Mark as completed

    Saves what was found onto the record.

  6. 6

    Sync the completed contact to your CRM Waits for your OK

    Adds or updates the records in your CRM. It waits for your approval first.

What you need

  • Workflow Wallet funds for paid lookups
  • Outreach in your BrandWell plan
  • Your CRM

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$0.12 typical per 100 contacts, up to $10.00

Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Fill role and profile (LeadFuze first)

    • LeadFuze
    • AI Ark
    • Dropleads
    • QuickEnrich
    • Hunter
    • Tomba
    • MoltSets
    • Datagma
    • +4 more

  • Fill company details (LeadFuze first)

    • LeadFuze
    • Dropleads
    • The Companies API
    • Hunter
    • Tomba
    • Icypeas
    • Sumble
    • CompanyEnrich

  • Check the email (included and free checks)

    • LeadFuze
    • ContactOut

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