Re-engage closed-lost accounts showing intent

What this workflow does

When a closed-lost account from your CRM shows up researching your topic again, the deal is reopened with a note, the owner gets a task, and the people researching are enrolled in a win-back campaign after you approve.

Why it works. A lost deal that starts researching again is often a timing loss, and the team already knows the account.

The CRM update and the enrollment each wait for your approval.

How it works

It starts: When a known account shows intent, or when an intent record matches a CRM deal.

1. 1

   Deal is closed-lost?

   If yes, it goes on to "Lost at least 90 days ago?". If no, it stops for that person.

2. 2

   Lost at least 90 days ago?

   If yes, it goes on to "Reopen the deal with an intent note". If no, it stops for that person.

3. 3

   Reopen the deal with an intent note Waits for your OK

   Adds or updates the records in your CRM. It waits for your approval first.

4. 4

   Task for the deal owner

   Creates a follow-up task for the right person.

5. 5

   Enroll the researchers in your win-back campaign Waits for your OK

   Adds eligible contacts to your Outreach campaign, after your approval when it is required.

What you need

• MarketPulse in your BrandWell plan
• Outreach in your BrandWell plan
• Your CRM
• An Outreach campaign
• A MarketPulse topic

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.