Academy

Templates

Hit New Hires

Hit New Hires

Work new hires at target accounts in their first 90 days on the job, when they’re likely to review software and systems.

Job changes are great prospecting opportunities. Not only is a new job a good conversation starter, getting in front of someone in a new role early means you have a better chance to influence their agenda and win a deal.

Actions this workflow can automate:
  • Add contacts to an existing sequence
  • Assign an owner to relevant accounts
  • Create a contact or account task
  • Add the contacts to a list

Workflows & Automations

Workflows & Automations template type icon
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All templates

Workflows & Automations

Workflows & Automations template type icon
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Workflows & Automations

Workflows & Automations template type icon
Ask Happy Customers for Reviews

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AI Research template type icon
Assign as B2B or B2C

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AI Research template type icon
Assign as SaaS or non-SaaS

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Workflows & Automations

Workflows & Automations template type icon
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Workflows & Automations template type icon
Call When Email is Opened or Clicked

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Sequences

Sequences template type icon
Congratulate on New Role

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Workflows & Automations

Workflows & Automations template type icon
Congratulate Recently Promoted Contacts

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Sequences

Sequences template type icon
Conversation Starter Cold Calling Script

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Sequences template type icon
Convert Inbound Leads

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Workflows & Automations

Workflows & Automations template type icon
Create Deal When Contact Is Interested

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Workflows & Automations

Workflows & Automations template type icon
Create Deals From Booked Meetings

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Conversations

Conversations template type icon
Demo Call Scorecard

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Conversations

Conversations template type icon
Discovery Call Scorecard

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Workflows & Automations

Workflows & Automations template type icon
End Sequence for Outdated Contacts

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Workflows & Automations

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Engage Prospects Who Open Your Email
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Sales Manager,
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Workflows & Automations

Workflows & Automations template type icon
Engage Your Product's Users

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Sequences

Sequences template type icon
Find the Right Contact

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Workflows & Automations

Workflows & Automations template type icon
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Workflows & Automations

Workflows & Automations template type icon
Follow Up On No-Show Meetings

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AI Research template type icon
Generate an Opening Line from Professional Posts

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AI Research template type icon
Generate Personalized Email

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Workflows & Automations

Workflows & Automations template type icon
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Pre-meeting insights

Pre-meeting insights template type icon
Get overview on meeting attendees

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Workflows & Automations

Workflows & Automations template type icon
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Workflows & Automations

Workflows & Automations template type icon
Hit Form-Abandoners

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Workflows & Automations template type icon
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AI Research template type icon
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Pre-meeting insights

Pre-meeting insights template type icon
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AI Research template type icon
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Patel

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AI Research template type icon
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Workflows & Automations

Workflows & Automations template type icon
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Workflows & Automations

Workflows & Automations template type icon
Keep Deal Next Steps Up-to-Date

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AI Research

AI Research template type icon
Know if a Company had Executive Changes

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Pre-meeting insights

Pre-meeting insights template type icon
Learn about company priorities

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AI Research

AI Research template type icon
Learn Company Priorities

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Sequences

Sequences template type icon
Re-Book Meeting No Shows

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Workflows & Automations

Workflows & Automations template type icon
Reach out to High-Value Signups

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Sequences

Sequences template type icon
Reach Website Visitors

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Workflows & Automations

Workflows & Automations template type icon
Replace Bounces With New Contacts

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AI Research

AI Research template type icon
Reveal Company Pain Points

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Workflows & Automations

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AI Research

AI Research template type icon
Summarize Company News

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AI Research

AI Research template type icon
Summarize Contact’s Professional Background

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Pre-meeting insights

Pre-meeting insights template type icon
Summarize key company information

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Pre-meeting insights

Pre-meeting insights template type icon
Summarize objections from past meetings

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AI Research

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Summarize Product and Industry Insights
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Olona

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Carol Olona

AI Research

AI Research template type icon
Summarize Professional Posts

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AI Research

AI Research template type icon
Summarize Relevant Job Postings

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Workflows & Automations

Workflows & Automations template type icon
Sync Contact & Account Stages

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Workflows & Automations

Workflows & Automations template type icon
Sync Deal & Account Stages

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Sequences

Sequences template type icon
Tailor Messaging to Role

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Sequences

Sequences template type icon
Target Former Champions

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Sequences

Sequences template type icon
Target High Intent Prospects

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Workflows & Automations

Workflows & Automations template type icon
Target Inbound Demo Requests Using Conditional Logic

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Workflows & Automations

Workflows & Automations template type icon
Target Leads Based on Software or Products They Use

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Workflows & Automations

Workflows & Automations template type icon
Target People Researching Your Category Using Conditional Logic

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Workflows & Automations

Workflows & Automations template type icon
Target Website Visitors Using Conditional Logic

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Sequences

Sequences template type icon
The Quick Pitch Cold Calling Script

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Workflows & Automations

Workflows & Automations template type icon
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Pre-meeting insights

Pre-meeting insights template type icon
View meeting history with this company

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Pre-meeting insights

Pre-meeting insights template type icon
View next steps from last meeting

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Sequences

Sequences template type icon
VIPs & C-Suite Cold Calling Script

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Sequences

Sequences template type icon
Win Customers From Competitors

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Workflows & Automations

Workflows & Automations template type icon
Winback Churned Customers

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Workflows & Automations

Workflows & Automations template type icon
Work Companies Researching Your Category

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Workflows & Automations

Workflows & Automations template type icon
Work Leads Who Went Cold

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Workflows & Automations

Workflows & Automations template type icon
Work New Leads at Target Accounts

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Write an Email Based on Competitive Analysis
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