Marketing & Lead Generation

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Prospecting

Prospecting helps you find businesses and move generated prospects into your CRM for follow-up. You can control whether saved prospects become contacts, trigger workflows when prospects are generated, and route new Prospect AI leads…

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Send Email Action in Company & Custom Object Workflows

Automate email communication directly from Company and Custom Object workflows without creating separate contact-based workflows. The Send Email action lets you send emails to associated contacts based on their relationship to a company or…

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Setup Facebook and Instagram Lead Ads

Connect your Facebook and Instagram channels to manage lead generation ads. Capture high-quality leads directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign…

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