10 Triggers Examples with ProspectIn

Published by Guillaume Portalier on

10 triggers examples with prospectin
5 minutes

The Trigger feature has just been released. You have read our article on how to use it, but you are still wondering, “what exactly should I use it for?”. Well, look no further – you are in the right place!
In this article, I’m going to suggest 10 triggers examples with ProspectIn that you can use.

1. Auto-accept connection requests (without a note) + send a welcome message

This Trigger automatically accepts all invitation requests (that do not contain a note) that you receive, and then automatically sends them a pre-determined message of your choice.

2. Auto-import into ProspectIn’s CRM + send a connection request when someone posts a comment on a LinkedIn post

This Trigger allows you to automatically import into ProspectIn a prospect who has posted a comment on a LinkedIn post. Once the prospect has been imported into a Campaign, they are then sent a connection request.

3. Auto-import into ProspectIn’s CRM + send to a scenario when someone posts a new LinkedIn post with a certain hashtag

This Trigger allows you to automatically import into ProspectIn profiles of anyone who creates a post containing a certain hashtag, and to automatically send that profile to a Scenario.

4. Auto-import into ProspectIn’s CRM + send a connection request when someone visits your profile

This Trigger allows you to automatically import into ProspectIn all the people who visit your profile and send them a connection request.

5. Auto-import into ProspectIn’s CRM + send to a Scenario when a new prospect appears in a saved Sales Navigator search

This Trigger allows you to automatically import into ProspectIn all the new prospects that appear in a saved Sales Navigator search. They are then automatically added to a chosen Scenario.

6. Auto-transfer in a Campaign when a prospect is tagged as “do not re-contact”

This Trigger allows you to automatically transfer a prospect from one Campaign to another when you assign a specific tag to them, for example, a “do not re-contact” tag.

7. Auto-import into your personal CRM when a prospect replies to a message

This Trigger allows you to automatically export a prospect to your personal CRM (Hubspot, Pipedrive, Salesforce etc) when they reply to a message.

8. Auto-import into your personal CRM when a prospect is tagged from a LinkedIn message page

This Trigger allows you to automatically export a prospect to your personal CRM when you assign a specific tag to them from the messaging page on LinkedIn.

9. Auto-import into ProspectIn’s CRM + send a connection request + send a document via a note when someone replies to your LinkedIn post

If you create a LinkedIn post in which you offer to send a document (such as an Ebook) to people who respond with a comment, you can use this Trigger to automatically import people who comment on the post into ProspectIn’s CRM.  They will then automatically receive a connection request with a link (in the invitation note) to download the offered document.

10. Auto-import into ProspectIn’s CRM + send off a document via a message when someone replies to your LinkedIn post

This Trigger is exactly the same as the one above, with one small difference: while the previous trigger allows you to send your document to people you are not connected (via a note), this Trigger allows you to send your document to people with whom you are already connected (via a message).

These 10 use cases are only examples, to give you a better understanding of the world of possibilities open to you with the Triggers feature. It’s up to you to create Triggers that will be most effective for you.

If you have any question regarding a Trigger, do not hesitate to contact us via chat – we are very responsive. 😁

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