Sync outreach-ready social leads to your CRM

When a SocialStreams lead that matches your ICP becomes outreach-ready, it creates the CRM contact with a link to the post and gives the owner a task to engage before reaching out.

Use this workflowHow it works

3 stepsEach social lead

The workflow diagram

Sync outreach-ready social leads to your CRM: workflow diagramThe 3 steps of this workflow, from its trigger to the final step.When a social result is outreach-ready. SocialStreamsBWWHENTRIGGERWhen a social result isoutreach-readySocialStreamsMatches your ICP?Matches your ICP?Create the contact with the post. IntegrationsCRTHENCreate the contact withthe postIntegrationsEngage before reaching out. OutreachOUTHENEngage before reachingoutOutreachThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a SocialStreams lead that matches your ICP becomes outreach-ready, it creates the CRM contact with a link to the post and gives the owner a task to engage before reaching out.

Why it works. Social leads are lost when they live only in a stream, and engaging with their post first makes the outreach warm.

CRM writes and tasks are automatic. Nothing is sent.

How it works

It starts: When a social result is outreach-ready.

  1. 1

    Matches your ICP?

    If yes, it goes on to "Create the contact with the post". If no, it stops for that person.

  2. 2

    Create the contact with the post

    Adds or updates the records in your CRM.

  3. 3

    Engage before reaching out

    Creates a follow-up task for the right person.

What you need

  • SocialStreams in your BrandWell plan
  • Outreach in your BrandWell plan
  • Your CRM
  • Outreach
  • A SocialStreams stream

What it costs

Uses what is already in your plan. Nothing is charged per result.

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

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