What this workflow solves
When a meeting books, enroll the lead in a LinkedIn sequence to warm them up.
The gap between a meeting being booked and the meeting actually happening is wasted time. The lead is curious enough to take the call, but they don't really know you yet. A social touch in between builds familiarity, so by the time you're on the call, you're not a stranger.
This recipe catches every meeting the moment it gets booked and sends a social connection request to warm up the relationship before the conversation starts.
How the workflow works
- Trigger: Meeting booked
- Action: Adds the contact to a social connection sequence
How to set it up
This recipe is already available in Amplemarket. Open Workflows, click New workflow, and choose Connect after a meeting is booked. The canvas loads with the trigger and action ready to configure.
- Click the Meeting booked trigger. Pick whether the workflow should run for any user's meetings or only meetings booked by you.
- Click into the Add contacts to sequence action. Pick your social connection sequence and choose how leads should be distributed.
- Hit Launch.