Scenario
When a new lead comes in through a high-value web form, you should pursue the rest of the buying group at the account as well. Many purchasing decisions are handled by a committee, not an individual. This will inform a wider audience about your product, get buy-in at multiple levels, and accelerate the sales process.
To save time and avoid a missed opportunity, trigger automated relevant emails to the buying committee members right after their colleague fills out the form.
Trigger
- New lead from high-value form
Action
- Initiate email sequence to the rest of the buying group at the account