Turn a product signal into a Salesforce lead a rep can work

The product sees the buying signal first, and it usually dies there because nobody turns it into a record. This creates the lead the moment usage qualifies, and upserts it so a rep never gets the same person twice.

Salesrevops-automatorB2BStandard2 steps2 outputs

Segment Workflow

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What it does

Agrees the qualifying signal as a segment, then upserts a Salesforce lead when an account matches it.

You get

a Salesforce lead created the moment usage qualifies

How it works

Agree the qualifying signal

Create Segment

The usage threshold, the feature reached or the seats added, defined as a segment rather than buried inside the workflow. Sales and product will argue about this definition, so it has to live where both can see it.

Produces:Segment

Upsert the lead, never double

Create Workflow

Members of the segment are enrolled and a Salesforce lead is created for each, by upsert against an external ID rather than a plain create, because a create with no match key generates duplicates the rep pays for. Only the fields Intempt owns are mapped, the score, the signal and the source, and Salesforce's own fields are left alone. A rejected lead is recorded and skipped rather than stopping the rest.

Produces:Workflow

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In the words of50+ live tenants.

“We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.”

Jim Stromberg

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Eric Gardner

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