Wrkflow Template Automated Lead Sequence Enrollment Building email lead sequences can be time-consuming, and hard to personalize. With our Automated Lead Sequence Enrollment Wrkflow, automatically transfer contacts from Salesforce to Hubspot or your CRM of choice and generate a static list. Then create templated email workflow sequences with personalization tokens, action triggers, and scheduled start/end dates. Create a customer-focused checklist for opt-ins, and score each lead according to engagement level. Import Transfer list of relevant contacts from Salesforce to Hubspot (or CRM of choice). Add Enroll entire contact pool into pre-built static list. Generate Create templated email sequence with personalization tokens and and/or triggers based on static list. Send Build automated multi-email sequence with scheduled start and end dates. Generate Create a checklist for successful opt-ins. Calculate 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. 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 Resources Related to Automated Lead Sequence Enrollment 5 Revenue Processes Ripe for Automation Automation for the People Video: Unlock Hybrid Automation with Wrk Filling Your Revenue Generation Gaps with Automation RevOps Your Engine Webinar: Growth Hacking Your Digital Agency Wrk x Vancouver Startup Week — How we generated 560% return for our investors Wrk x Dublin Tech Summit — This Won’t Hurt a Bit: Truly Painless Digital Transformation Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.