Reach out at the exact moment a prospect shows interest. This automation watches engagement signals like email opens, pricing-page visits, and proposal clicks, then alerts the owning rep instantly, so the follow-up lands while the prospect is still thinking about you.
What's Included
- Signal tracking: watch for opens, clicks, pricing visits, and proposal views.
- Instant alert: ping the deal owner the second a hot signal fires.
- Suggested action: attach a recommended next step to every alert.
- AI timing agent: ask which prospects are heating up and who to call first.
How To Use
- Clone this automation and connect your email and web tracking sources.
- Choose which signals count as hot in the Triggers.
- Set the alert and suggested action in the Actions step.
- Enable the toggle to start surfacing engagement in real time.
Pair it with the Sales Pipeline CRM or browse more systems in the Community Gallery.