Ready to maximize your Intent results? By combining your latest Intent Report with our Workflow feature, you can use automation to consistently deliver leads to Excel, any native CRM, or a Sequence within Selling.com
Let's walk through each step, starting with creating your new Intent search and ending with finalizing your Workflow.
Creating Your Search with Intent
To get started, go to the Advanced Search page. From there, open the Signals filter, select Intent, and choose up to 12 topics.
Before saving your search, add any additional filters needed to narrow down your target audience. For a detailed walkthrough on creating your Intent Report, click here.
Once you've finalized your search select the Actions button and click Create Workflow. In the pop up window choose the Save Search option and assign it a name.
Create a Workflow
After naming your Saved Search and selecting Save, you’ll be redirected to the Workflow page. Here, you’ll be prompted to answer a series of questions that set the parameters and guidelines for automatically sending contacts from your search to your chosen destination—whether that’s Excel, a CRM, or a Sequence.
Click here for a step-by-step guide to creating a Workflow.
What to Except
The Workflow will continue to export contacts from your Saved Search at the interval you’ve set. Since the Intent Report updates every two weeks, after your Workflow processes the initial results, you’ll start receiving new contacts from companies showing intent on the topics you’ve selected. This ensures a continuous stream of fresh leads for your sales team to pursue.
And that’s it! By combining Intent with Workflow, you can build a strong sales pipeline filled with high-value leads who may already be in the market for your company’s solutions.
Click here to learn more about our Workflow automation feature.
Reach out to your CSM if you have any questions via email or through the in app chat service.