Prospect Generated Trigger

Prospect Generated Trigger

Workflows and Automations
March 05, 2025•1 min read

Every lead matters in business. You don’t want potential opportunities slipping away and costing you revenue. With automated workflows, you can maximize leads generated through the Prospecting Tool or embedded widgets effortlessly. Ready to see how it works? Let’s dive in.

⭐️Why Is This Feature Beneficial To Your Company?

  • Contact Management: Automate contact creation and simplify data management by moving opportunities created with the Prospecting Tool or embedded widgets into your system.

  • Boosted Engagement: This helps you improve customer communications with the usage of workflows to onboard and follow up with leads.

  • Professional Image: Make complex workflows with simple triggers, ensuring you can keep a professional standard and low wait times in all communications with minimum effort.

⭐️How To Use The “Prospect Generated” Trigger?

  1. Head to the Workflows tab inside the Automation tab and create a new workflow.

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  2. Click + Add New Trigger and select the Prospect Generated trigger.

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  3. Click + Add filters to access the advanced filtering.

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  4. Select between the Prospect options, such as Source or Conversion Score. This allows you to limit who triggers this workflow.

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The Prospect Generated Trigger will help you approach leads easily and automate your contact creation process for incoming leads provided by your Prospecting Tool or embedded widgets.

workflowsworkflowautomationtriggertriggersprospecting tool
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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