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.

Use this workflowHow it works

8 stepsEach match

The workflow diagram

Alert the deal owner and add new researchers to the CRM: workflow diagramThe 8 steps of this workflow, from its trigger to the final step.When a researcher matches a deal or customer. MarketPulseBWWHENTRIGGERWhen a researcher matchesa deal or customerMarketPulseIs the owner a teammate?Is the owner ateammate?Email the deal owner. IntegrationsINTHENEmail the deal ownerIntegrationsIs the deal read from a CRM connection?Is the deal readfrom a CRM…Create a task for the owner in the CRM. IntegrationsCRTHENCreate a task for theowner in the CRMIntegrationsAlready in your CRM?Already in yourCRM?Suppressed?Suppressed?Is the deal read from a CRM connection?Is the deal readfrom a CRM…Add them to the CRM with an intent note. IntegrationsCRTHENAdd them to the CRM withan intent noteIntegrationsThis path stops hereThis path stops hereThis path stops hereThis path stops hereYesNoYesNoYesNoYesNoYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

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.

Why it works. Owners hear about heat on their own deals the day it happens, and new stakeholders reach the CRM without anyone copying them by hand.

Nothing is sent to buyers. Owners get an email, and CRM writes happen automatically.

How it works

It starts: When a researcher matches a deal or customer.

  1. 1

    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?".

  2. 2

    Email the deal owner

    Emails a teammate with the details.

  3. 3

    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?".

  4. 4

    Create a task for the owner in the CRM

    Adds or updates the records in your CRM.

  5. 5

    Already in your CRM?

    If yes, it stops for that person. If no, it goes on to "Suppressed?".

  6. 6

    Suppressed?

    If yes, it stops for that person. If no, it goes on to "Is the deal read from a CRM connection?".

  7. 7

    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.

  8. 8

    Add them to the CRM with an intent note

    Adds or updates the records in your CRM.

What you need

  • MarketPulse in your BrandWell plan
  • Pipeline sync

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.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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