Qualify every new lead against your ICP and route them automatically to your Prospect view
When to use this template
Use this template if you are tracking inbound LinkedIn signals across multiple sources (post engagement, profile visits, company follows) and want a single workflow to handle qualification of your new leads.
How it works
When a new lead enters Teamfluence, the workflow checks whether they match your ICP. If they do not match, nothing happens. If they do match it sends to your Prospect Tracker.
Trigger: New lead Action: Match with ICP Agent
If true → Action Move to Prospects
Requirements Before activating this template, make sure:
Your ICP is defined in correctly in this workflow.
How to activate
- Go to Workflows in the left sidebar and click Create Workflow.
- Follow the instructions above or click Import Template and upload the template file below.
- Select which networking campaign unconnected leads should be added to.
- Write the DM copy that will be sent to connected matches.
- Click Activate to set the workflow live.