Workflows example: post-meeting LinkedIn follow-up
A quick, practical example of a Workflow in action. See how a booked meeting with a new prospect can automatically trigger a LinkedIn follow-up, so nobody has to remember to send it manually.
What you will learn
- Create a Workflow from scratch
- Pick a meeting booked event as the trigger
- Filter by account type so it only fires on net new sales conversations
- Set the action to add the contact to a LinkedIn connection sequence
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