Buyer Intent Data Capture
A buyer-intent workflow that combines consented first-party activity with licensed third-party signals. It scores accounts against defined criteria, syncs the result to the CRM, and routes flagged accounts to a sales review queue.
Service path: Workflow Automation
How This Workflow Works
How the workflow moves from intake to output.
- 1
Define your solution category and competitor keywords
- 2
AI monitors third-party intent signals across the web
- 3
Identifies companies researching your category
- 4
Website visitor identification reveals anonymous traffic
- 5
Combines signals to create composite intent scores
- 6
Prioritizes accounts by likelihood to purchase
- 7
Syncs intent data to CRM for sales prioritization
- 8
Triggers automated outreach to high-intent accounts
Where This Workflow Fits
Example industries for this workflow. We adapt the inputs, rules, and review steps to each operating environment.
B2B SaaS
Example industry fit
Enterprise Software
Example industry fit
Managed Services
Example industry fit
Professional Services
Example industry fit
Financial Services
Example industry fit
HR Tech
Example industry fit
What This Workflow Covers
- Review accounts with recent intent signals
- Prioritize outreach by intent score
- Combine first-party and licensed third-party signals
- Website visitor identification
- Third-party signal aggregation
- CRM integration for sales enablement
Use Cases
- Prioritize ABM campaigns to in-market accounts
- Time outreach to buying signals
- Identify net-new accounts showing intent
- Trigger personalized nurture for researching accounts
Related Lead Generation Workflows
Build this workflow.
We can map this workflow against your tools, handoffs, and edge cases.
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