Owners hear about heat on their own deals the day it happens, and new stakeholders reach the CRM without anyone copying them by hand.
- Trigger
- INNotification
- CRYour CRM
The records added or updated in your CRM.
Alert the deal owner and add new researchers to the CRM
When someone at a deal or customer account researches your topic, it alerts the deal owner and, when the person is not in your CRM yet, adds them with an intent note.
- 8 steps, each match
Sample run illustrative data
- Starts when a deal or customer shows intent. Free.
- If yes, it goes on to "Email the deal owner". If no, it goes on to "Is the deal read from a CRM connection?". Free. Checks never cost anything.
- Emails a teammate with the details. Uses what is in your plan.
- If yes, it goes on to "Create a task for the owner in the CRM". If no, it goes on to "Already in your CRM?". Free. Checks never cost anything.
- Adds or updates the records in your CRM. Uses what is in your plan.
- If yes, it stops for that person. If no, it goes on to "Suppressed?". Free. Checks never cost anything.
- If yes, it stops for that person. If no, it goes on to "Is the deal read from a CRM connection?". Free. Checks never cost anything.
- If yes, it goes on to "Add them to the CRM with an intent note". If no, it stops for that person. Free. Checks never cost anything.
- Adds or updates the records in your CRM. Uses what is in your plan.
Done: synced.The records added or updated in your CRM.Run it on mine
The payoff
What this unlocks
When someone at a deal or customer account researches your topic, it alerts the deal owner and, when the person is not in your CRM yet, adds them with an intent note.
A pipeline that updates itself, with the next step already set.
It runs on its own, when a deal or customer shows intent.
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 a deal or customer shows intent.
- 1IfOwner is teammate
Is the owner a teammate?
If yes, it goes on to "Email the deal owner". If no, it goes on to "Is the deal read from a CRM connection?".
Who moves on and who stops here. - 2INEmail a teammate
Email the deal owner
Emails a teammate with the details.
A heads-up for your team, with the context. - 3IfConnection id is set
Is the deal read from a CRM connection?
If yes, it goes on to "Create a task for the owner in the CRM". If no, it goes on to "Already in your CRM?".
Who moves on and who stops here. - 4CRSync to CRM
Create a task for the owner in the CRM
Adds or updates the records in your CRM.
The records added or updated in your CRM. - 5IfIn crm
Already in your CRM?
If yes, it stops for that person. If no, it goes on to "Suppressed?".
Who moves on and who stops here. - 6IfSuppressed
Suppressed?
If yes, it stops for that person. If no, it goes on to "Is the deal read from a CRM connection?".
Who moves on and who stops here. - 7IfConnection id is set
Is the deal read from a CRM connection?
If yes, it goes on to "Add them to the CRM with an intent note". If no, it stops for that person.
Who moves on and who stops here. - 8CRSync to CRM
Add them to the CRM with an intent note
Adds or updates the records in your CRM.
The records added or updated in your CRM.
Nothing is sent to buyers. Owners get an email, and CRM writes happen automatically.
Benefits
Why teams run it
Hours back every week
All 8 steps run on their own, when a deal or customer shows intent, so no one has to remember.
Safe to leave running
Nothing is sent to anyone, so it can run in the background without a review.
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 8 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.
7 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.
