🔍 "New Hire" workflow
Description: Capture new executive buyers joining top-tier accounts
Input: Personas' job titles
Test payload: our dedicated article about test payload
🤓 "New Hire" is not the only kind of workflow in the LoneScale platform! Discover 4 other workflows
1️⃣ If your CRM is not connected to LoneScale: Use our native integration or extract the contacts list from your CRM, database, or other data source
💡 Use our native integration:
Salesforce native integration: follow here to use Salesforce with LoneScale 👈
HubSpot native integration: follow here to use HubSpot with LoneScale 👈
💡 Use our API and webhooks: follow here 👈
💡 Tips: LoneScale keeps your custom column. For example, use your CRM_id to easily match your contacts when you update them in your CRM.
☀️ Create a "New Hires" workflow
1️⃣ Let's get started! Click on the + button to add your first workflow!
Go to the Contacts page
Click on "Capture New Hires"
2️⃣ Define your personas and countries
3️⃣ Filter Accounts
Choose your output
Webhook
Excel file (always available even if using API, webhook, or the native integrations)
HubSpot or Salesforce native integration (more info here!)
4️⃣ Export results
Choose your output
Webhook
Excel file (always available even if using API, webhook, or the native integrations)
HubSpot or Salesforce native integration (more info here!)
5️⃣ Workflow Settings
Set a tracking frequency -
MANDATORYOne shot -> will run only one time (more information about periodicity here)
Run every: your contacts will be tracked in real-time every x days
6️⃣ Click on "Save Workflow" and watch the magic happen! ✨
Now you know how to create workflows, understand their status, or delete them when you no longer need them!
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️