Automatically enroll leads who didn't book into a follow-up
released
Taylor Jennings
When a lead submits a form but doesn't book a meeting, there is no automated way to enroll them in a follow-up sequence via their sales engagement platform. Teams have to manually identify these leads and trigger outreach themselves.
Chili Piper should detect when a form has been submitted without a resulting booking and automatically enroll that contact into a pre-configured cadence in their connected sales engagement platform, such as Salesloft, Outreach, or Gong Engage.
M
Mauricio Villamayor mauricio
updated the status to
released
This is possible today through our Orchestrator Flows, using our Meeting not Scheduled trigger. If you don't see Orchestrator Flows in your instance, let your CSM know and we will enable it for you.
M
Mauricio Villamayor mauricio
updated the status to
in progress (now)