How to sequence new users or leads at scale with Inbound Workflows

Amplemarket
Amplemarket
  • Updated

A simple yet effective play to gain a prospect or customer's trust is to send them a LinkedIn connection request as soon as they request a demo on your website or sign up to your platform. But, as your company grows, keeping this level of personalization becomes increasingly challenging. This article will walk you through the process of fully automating this play, and many others, with Amplemarket Inbound Workflows.

 

Requirements to follow the step-by-step guide:

  • A CRM or data warehouse where new records are added to a table. 
  • Zapier or Hightouch.

You can also use other tools that allow you to send an HTTP POST request with new records from a table, but the steps won't be detailed in this guide.

1. Create a new sequence template

  • On Amplemarket's side bar, select "Sequence Templates" in the "Engage" section.

Sequence Templates.png

  • On the Sequence Templates page, click "New Template".

New Sequence Template

  • Name your sequence and customize its settings.

Sequence Template Settings.png

  • Add as many steps to your sequence as you'd like! Don't forget to test your template and save it when you're done.

Add Stage to Sequence.png

LinkedIn Connection Step.png

 

If you want to use dynamic fields, you should also use Liquid Syntax to handle incoming records that don't have a value for the field.

For instance, If you want to start your message with "Hi {{first_name}},", you can handle cases where the first_name is unavailable by starting with "Hi there,". This can be achieved with the Liquid Syntax below: 

Hi{% if first_name %} {{first_name}}{% else %} there{% endif %},

 

2. Create an Inbound Workflow

  • On Amplemarket's sidebar, select "Inbound Workflows" in the "Automate" section.

Inbound Workflows Sidebar.png

  • Click "New Inbound Workflow" at the top-right corner of the page.

New Inbound Workflow.png

  • Click the plus sign and select "Trigger sequence" as the action.

Trigger Sequence.png

  • Select your Sequence Template and review the remaining settings before saving. 

Inbound Workflow Settings

  • After saving your "Inbound Workflow", enable it by toggling the switch.Screenshot 2024-03-20 at 17.12.53.png

3. Trigger your Inbound Workflow

Option A: Using Zapier

  • Create a new Zap.

New Zap.png

  • Set up your trigger.

This step will vary depending on where your data is stored and what you're trying to achieve. Most likely, you want it to be when a record is added to an object in your CRM or a new row is added to a table in your data warehouse. 

Learn more about Zapier triggers.

CRM examples: 

New Contact in Hubspot.png    New Lead in Salesforce

Data warehouse examples:

New Row in Snowflake.png.    New Row in PostgreSQL.png

If your trigger works, you'll be able to select a recent record to use as a test. 

  • Click the plus sign to add a new step and choose Webhooks by Zapier as the action.

Webhooks by Zapier.png

  • Select POST in the event dropdown. 

POST request.png

  • Go back to Amplemarket and copy your Inbound Workflow URL.

Endpoint URL.png

  • Paste the URL in the "URL" field in the "Action" tab.
  • Change the Payload Type to "json".
  • Add all fields you want to push to Amplemarket in "Data". In order for your sequence to be triggered, you need to push a value for "email". For each field, you'll need to map its name in the Amplemarket sequence to a field from a previous Zap step. You can read more about how to set up an Inbound Workflow here.  

Action Webhooks by Zapier.png

  • Before you test it, note that the email you selected in the test step will be added to the inbound workflow sequence. You can prevent that from happening by temporarily replacing the value for "email" with an email of your choice, instead of using the one from the previous Zap step. Remember to switch it back to the right value after testing.

If your test is successful, the contact in Amplemarket will be added to your inbound workflow sequence.

Contact Added to Sequence.png

 

Option B: Using Hightouch

  • Follow this guide to create your Hightouch source and model. The end result should be a table with the records you want to sequence.
  • Create a new destination. Select HTTP Request as the destination.

Select HTTP Request.png

  • Go back to Amplemarket and copy the URL for your inbound workflow.

Endpoint URL.png

  • Select Basic Auth as the "Authentication method".
  • Paste the endpoint URL to "Base URL".
  • Hit "Continue" and "Finish".

HTTP Request.png

  • Add a new sync.
  • Select your model and destination (HTTP Request).

Select "Rows added" as the trigger and use the settings below:Settings Hightouch 1.png

Settings Hightouch 2.png

You can either use one column or multiple columns, as long as they're mapped correctly. Destination field should match the name of the dynamic fields in your Amplemarket sequence. 

Settings Hightouch 3.png

Settings Hightouch 4.png

  • Before you test it, note that the email you selected in the test step will be added to the inbound workflow sequence.
  • Finally, select the schedule of your sync and save it.

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