Playbook HQ / Signals from 3rd-party tools

Track leads who show high-intent behavior through tools like Dealfront, RB2B, Vector, SimilarWeb, and more. Once this data is in your CRM, it can trigger follow-ups while interest is fresh.

High-intent activity from external sources is a strong indicator that a lead is evaluating solutions. Acting quickly lets your team engage before competitors do.

• A lead visits your pricing page via a 3rd-party tool; follow up with a tailored email or call referencing that interest.
• Share relevant resources based on the page they visited or content they engaged with.
• Trigger automated outreach to ensure timely engagement across multiple channels.

See how Duo Copilot uses 3rd-Party Tool Signals from your CRM to trigger personalized outreach automatically.