Open a prospecting deal when an account heats up

What this workflow does

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.

Why it works. Putting hot accounts into pipeline makes them visible in forecasts and assigns clear ownership.

Each new deal waits for your approval.

How it works

It starts: When an account's score passes your threshold.

1. 1

   No deal yet?

   If yes, it goes on to "Fits your ICP?". If no, it stops for that person.

2. 2

   Fits your ICP?

   If yes, it goes on to "Create a prospecting deal after you approve". If no, it stops for that person.

3. 3

   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.

4. 4

   Task for the owner

   Creates a follow-up task for the right person.

What you need

• MarketPulse in your BrandWell plan
• Outreach in your BrandWell plan
• Your CRM
• Outreach
• A saved ideal customer profile

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.
• 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.