Putting hot accounts into pipeline makes them visible in forecasts and assigns clear ownership.
- Trigger
- CRYour CRM
- OUOutreach
A follow-up task for the right owner.
Open a prospecting deal when an account heats up
When an ICP account with no deal passes your score threshold, it creates a prospecting deal in the CRM after you approve, with the signals as a note, and gives the owner a task.
- 4 steps, when a score passes
- You approve before anything is sent
Sample run illustrative data
- Starts when an account's score passes your threshold. Free.
- If yes, it goes on to "Fits your ICP?". If no, it stops for that person. Free. Checks never cost anything.
- If yes, it goes on to "Create a prospecting deal after you approve". If no, it stops for that person. Free. Checks never cost anything.
- Adds or updates the records in your CRM. It waits for your approval first. Free. Waits for your OK.
- Creates a follow-up task for the right person. Uses what is in your plan.
Done: task created.A follow-up task for the right owner.Run it on mine
The payoff
What this unlocks
When an ICP account with no deal passes your score threshold, it creates a prospecting deal in the CRM after you approve, with the signals as a note, and gives the owner a task.
A pipeline that updates itself, with the next step already set.
It runs on its own, when an account's score passes your threshold.
Each new deal waits for your approval.
API and MCP
Builders can integrate.
Integrate workflows like this into your own app, agentic workflows, or internal tools via API or MCP. Benefit from discounted data partnership relationships with no additional markup to you.
It's like OpenRouter, but for revenue-focused workflows you can build visually and deploy programmatically.
How it works
Step by step, in plain words
It starts when an account's score passes your threshold.
- 1IfDeal stage is empty
No deal yet?
If yes, it goes on to "Fits your ICP?". If no, it stops for that person.
Who moves on and who stops here. - 2IfMatches a saved filter
Fits your ICP?
If yes, it goes on to "Create a prospecting deal after you approve". If no, it stops for that person.
Who moves on and who stops here. - 3CRSync to CRM
Create a prospecting deal after you approve Waits for your OK
Adds or updates the records in your CRM. It waits for your approval first.
The records added or updated in your CRM. - 4OUCreate a task
Task for the owner
Creates a follow-up task for the right person.
A follow-up task for the right owner.
Each new deal waits for your approval.
Benefits
Why teams run it
Hours back every week
All 4 steps run on their own, when an account's score passes your threshold, so no one has to remember.
You stay in control
Anything that goes out waits for your approval first, and you can change the rules any time.
No per-result charges
It uses what is already in your plan, so a busy month costs the same.
Start it any way
Run it on one person, a list, an audience or from your own agent, and get the results in place.
Make it yours
Start here, then make it yours
Partner data at our cost. No markup on any partner price.
- Change any step Swap, add or remove any of its 4 steps on your canvas, or ask AIMEE to do it.
- Plug in your own tools Use any partner's data at our cost, with no markup on any partner price.
- Build apps and internal tools Turn the same nodes into revenue-focused apps and tools your team runs in one click.
- Give every teammate's agent its tasks Assign tasks to each team member's agent. Only BrandWell does this.
- And more Schedule it, call it from Claude or ChatGPT, or share your version and earn 20% recurring on all referrals.
Node explorer
Customize this workflow or build your own
All 345 nodes in the builder. Pick one to watch it run.
5 nodes in this workflow
Questions, answered
How far does the $50 of included usage go?
Every plan includes $50 of usage each month. Spent only on work emails that LeadFuze finds, that is roughly 10,000 enriched leads a month. Misses are free.
Why is there no free trial?
Every plan runs on paid third-party data partners: intent signals, contact records and visitor identification. Your plan includes that data allowance, and we pay for it from day one. So instead of a trial, everything is month-to-month and you can cancel any time in-app.
What happens when the $50 runs out?
Runs pause at your limit, so nothing overspends. Top up from $10, or turn on auto top-up.
Do you mark up data partners?
No. You get the discounted rates we negotiated with each partner, with no markup on top. BrandWell data always runs first and costs less than any partner.
Can I run it on a list or from my own tools?
Yes. Run it on one person, a CSV or Google Sheet, an audience, or from Claude, ChatGPT and Zapier.
Run it on your market today.
Then share your version: 20% recurring on all referrals, and it's listed in the workflow library.
