Research every inbound lead before the first reply

When a tracked form comes in, it fills the person and company, and AIMEE writes a five-line dossier with fit, likely use case and the best first question, posted to Slack and saved on the record.

Use this workflowHow it works

5 stepsEach form

The workflow diagram

Research every inbound lead before the first reply: workflow diagramThe 5 steps of this workflow, from its trigger to the final step.When a tracked form is completed. TrafficIDBWWHENTRIGGERWhen a tracked form iscompletedTrafficIDFill the person. Paid per resultDATHENFill the personPaid per resultFill the company. Paid per resultDATHENFill the companyPaid per resultWrite a five-line dossier. AIMEEAITHENWrite a five-line dossierAIMEESave the dossier. Audiences and recordsBWTHENSave the dossierAudiences and recordsPost it to Slack. IntegrationsINTHENPost it to SlackIntegrationsThis path stops here
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a tracked form comes in, it fills the person and company, and AIMEE writes a five-line dossier with fit, likely use case and the best first question, posted to Slack and saved on the record.

Why it works. The first reply to an inbound lead is better when it already knows who they are and what they read.

Nothing is sent to the lead.

How it works

It starts: When a tracked form is completed, or when a form is submitted.

  1. 1

    Fill the person

    Adds the person's role and profile details.

  2. 2

    Fill the company

    Adds company details such as size, industry and website.

  3. 3

    Write a five-line dossier

    AIMEE researches the company or person and returns what she found.

  4. 4

    Save the dossier

    Saves what was found onto the record.

  5. 5

    Post it to Slack

    Posts a message to your team chat.

What you need

  • Workflow Wallet funds for paid lookups
  • TrafficID in your BrandWell plan
  • AIMEE in your BrandWell plan
  • The TrafficID tag on your site
  • A Slack channel

What it costs

Paid steps are charged per result from your Workflow Wallet, and you set the limit.

  • Assumes TrafficID is already enabled in your plan. Subscription fees are separate.
  • Assumes AIMEE 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.

$0.23 typical per 100 contacts, up to $10.00

Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Fill the person

    • LeadFuze
    • AI Ark
    • Dropleads
    • QuickEnrich
    • Hunter
    • Tomba
    • MoltSets
    • Datagma
    • +4 more

  • Fill the company

    • LeadFuze
    • Dropleads
    • The Companies API
    • Hunter
    • Tomba
    • Icypeas
    • Sumble
    • CompanyEnrich

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