Fill buying committees on open deals from Lead Database

What this workflow does

Each week it checks open deals for missing roles, adds the missing people from Lead Database, syncs them to the CRM, and tells the owner who was added.

Why it works. Deals with a full buying committee close more often, and Lead Database fills the gaps with included data.

CRM writes are automatic. Nothing is sent.

How it works

It starts: Every Tuesday at 7:00 AM, or when a researcher matches an open deal.

1. 1

   Count people in the missing roles

   Counts the people in the Lead Database who match.

2. 2

   Anyone missing?

   If yes, it goes on to "Add the missing roles". If no, it stops for that person.

3. 3

   Add the missing roles

   Finds matching people in the Lead Database.

4. 4

   Add them to the CRM

   Adds or updates the records in your CRM.

5. 5

   Tell the owner who was added

   Emails a teammate with the details.

What you need

• Workflow Wallet funds for paid lookups and Lead Database contacts ($0.02 each, included on all-in-one, Lead Database and MarketPulse Growth and Scale plans)
• Your CRM
• Pipeline sync

What it costs

Lead Database contacts are included on the all-in-one, Lead Database and MarketPulse Growth and Scale plans. Without one they are $0.02 each from your Workflow Wallet.

• The lower estimate applies with the unlimited Lead Database. Included data remains subject to the applicable plan allowance and fair use.
• Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$0 typical per 100 contacts with the unlimited Lead Database, up to $0

$5.00 otherwise, 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.

• Add the missing roles

  • LeadFuze