Push hot account scores to your CRM
When an account score passes your threshold, it writes the score and top signals to the CRM.
4 stepsWhen a score passes
The workflow diagram
What this workflow does
When an account score passes your threshold, it writes the score and top signals to the CRM. Accounts with a deal alert the owner, and accounts without one get an SDR task.
Why it works. Scores only change behavior when they show up where reps work, with a clear next step.
Notes, tasks and emails to your team are automatic. Nothing is sent to buyers.
How it works
It starts: When an account's score passes your threshold.
- 1
Write the score to the CRM
Adds or updates the records in your CRM.
- 2
Has an open deal?
If yes, it goes on to "Email the deal owner". If no, it goes on to "Task for the SDR".
- 3
Email the deal owner
Emails a teammate with the details.
- 4
Task for the SDR
Creates a follow-up task for the right person.
What you need
- Outreach in your BrandWell plan
- Your CRM
- Outreach
- Pipeline sync
What it costs
Uses what is already in your plan. Nothing is charged per result.
- 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.