Transfer list of relevant contacts from Salesforce to Hubspot (or CRM of choice).



Enroll entire contact pool into pre-built static list.



Create templated email sequence with personalization tokens and and/or triggers based on static list.



Build automated multi-email sequence with scheduled start and end dates.



Create a checklist for successful opt-ins.



Assign each lead a score depending on their engagement with sequence.


How this Wrkflow will help you

Drive Engagement

Engage your leads with automated email sequences that drive interest and prompt action. Score each lead based on their actions. 

Maximize Efficiency

Save time and reduce resource strain by automatically transferring contacts, creating lists, and generating email sequences. 

Know Your Leads

Understand the mindset of each lead with detailed engagement data, showing which emails they responded to, and if they’re ready for follow-up. 

Make this Wrkflow work for you

Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for Automated Lead Sequence Enrollment, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform.

CB icon

Popular Wrk Actions to Improve your Automated Lead Sequence Enrollment Process

  • Add Product to Google Business Listing Store
    Add a new product into a Google Business Listing store
  • Add Row in Google Sheets
    Add a row to an existing tab in Google Sheets
  • Add Text to a Google Slide
    Add, replace, or remove text in a Google Slides presentation
  • Add Attachment to a Deal in HubSpot
    Attach any document to an existing deal in Hubspot
  • Add Image in Powerpoint
    Add and format image in a slide in Microsoft Powerpoint
  • Add a Deal in Pipedrive
    Create a new deal in Pipedrive
  • Add Note in Salesforce
    Add a note to a lead, account, contact, or opportunity in Salesforce
  • Call Lead from Contact List with HubSpot
    Call lead in Hubspot with customized script
  • Call to Inform
    Place a phone call with a provided script to relay information
  • Combine Data in Google Sheets
    Concatenate contents of multiple cells within a Google Sheets spreadsheet
  • Combine Data in Excel
    Concatenate contents of multiple cells within a Microsoft Excel spreadsheet
  • Convert PDF to Excel
    Convert a PDF file to a Microsoft Excel spreadsheet
  • Copy Google Slides
    Make a copy of an existing Google Slides presentation to create a new one
  • Delete Row in Google Sheets
    Delete a duplicate row or contact in Google Sheet
  • Delete Duplicate Record from Hubspot
    Delete a duplicate contact, company, or deal in Hubspot CRM
  • Edit Text in Acrobat
    Edit text in a PDF in Adobe Acrobat
  • Edit Text in Google Docs
    Add, replace or delete text in Google Docs

Did you know?

Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.