What does it do?
For any lead sourced either in Letterdrop or outside (triggered via API), you can filter leads, lookup account owners, and trigger actions such as DMs, InMails, comments, likes, connection requests, Slack/email notifications, and pushing to sequencing tools like Apollo/Outreach or external sources like Clay/Zapier.
Why use it?
Automatically act on leads to book meetings instead of depending on people to take action.
Follow our outbound guide for tips on how to act on all leads and workflows to setup.
How to get set up
Go to Workflows → Create Workflow.
There are 3 types of nodes on the left:
- Sources: These are where leads come from - keyword monitoring, engaged with your team, competitors, etc
- Filters: These are ways to filter leads - by firmographics, AI classification, content they engaged with, etc
- Actions: These are actions you can take - LinkedIn actions, notifications, pushing to other services
You can click on these nodes to add them to your workflow.
By default, we will set up these workflows for you during onboarding:
- Followed us
- Followed company page
- Sent us connection request
- Liked or commented on a post from us
- Liked or commented on a post from company page
- Viewed our profile
- Keyword monitored post that needs outreach
- Keyword monitored post that needs nurture
- Engaged with Competitor post that needs outreach
- Engaged with Influencer post that needs outreach
- Comment on post from target accounts
- Collect leads from monitored profile's posts
- Collect leads from keyword monitored posts
- Closed/lost that needs a reminder