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Automate Lead Management with the “Prospect Generated” Workflow Trigger
Use the Prospect Generated workflow trigger to automate follow-up the moment a new lead is created—so nothing slips through the cracks.
Tip: This trigger is available at the sub-account level.
Responding To New Opportunities Immediately Instead of Letting Leads Sit Unattended
The first few minutes after a prospect expresses interest are often the most important. Fast responses improve engagement, increase conversion opportunities, and help businesses build momentum before a prospect's attention shifts elsewhere.
BizStackPro's Prospect Generated workflow trigger automatically launches workflows whenever a new prospect is created, allowing businesses to initiate follow-up sequences, create contact records, assign tags, and begin lead nurturing immediately.
Without automated lead management, prospects may wait too long for a response, important opportunities can be overlooked, follow-up becomes inconsistent, and teams may struggle to prioritize high-quality leads efficiently.
This guide explains how the Prospect Generated trigger works, how prospect sources and filters can be configured, and how businesses can create faster, more organized lead management systems inside BizStackPro.
Before automating prospect follow-up, it helps to understand how lead generation, conversion scoring, contact creation, segmentation, workflow automation, customer communication, and sales processes work together inside BizStackPro.
The Prospect Generated trigger runs a workflow the moment a new prospect is created. That means you can respond faster, keep leads organized, and reduce manual work—while engagement is highest.
What Is the “Prospect Generated” Workflow Trigger?
This trigger activates whenever a new prospect is generated inside BizStackPro. Prospects can originate from:
- In-App: A prospect is created manually inside the platform.
- Widget: A prospect is generated from an embedded widget on a website or landing page.
Once triggered, BizStackPro can automatically create contacts, send follow-ups, apply tags, and export data—without manual intervention.
Best use: Route “Widget” prospects into a fast follow-up workflow first, then expand your automation to cover in-app created prospects.
Key Benefits
- Automated lead management: Trigger workflows instantly when prospects are created.
- Enhanced engagement: Send emails or SMS messages automatically.
- Improved efficiency: Eliminate manual data entry by auto-creating contacts.
- Better organization: Apply tags and segmentation filters for clean follow-up.
How to Use the “Prospect Generated” Workflow Trigger
-
Open the workflow builder
Go to your automation/workflow area and start a new workflow.
-
Choose the “Prospect Generated” trigger
Select Prospect Generated from the trigger list.
-
Pick the prospect source
Choose where the prospect is coming from: In-App or Widget.
-
Apply conversion score filters (optional)
Use operators like
>,<, or=to target specific score ranges and prioritize higher-intent prospects. -
Add the actions you want to run
- Send an email follow-up
- Send an SMS follow-up
- Create or update a contact record
- Apply tags for segmentation
- Export prospect data to Excel
-
Turn it on
Save your workflow and activate it so it starts running on new prospects.
Pro Tip: If you’re using a website widget, start by filtering for Widget prospects only. Once your follow-up flow is working smoothly, expand automation to cover in-app prospects too.
Example Use Case
A business wants to prioritize high-quality leads generated through a website widget.
Trigger: Prospect Generated
Filters:
- Source = Widget
- Conversion Rate
>70%
Actions:
- Send a welcome message
- Create the contact record
- Apply segmentation tags
- Export the data for reporting
Expected Outcomes
- Faster follow-up with new prospects
- Improved lead prioritization
- Consistent and automated engagement
- Reduced manual data handling
Put lead follow-up on autopilot
Use workflows to respond instantly, create contacts automatically, and keep every prospect organized—without juggling multiple tools.
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Frequently Asked Questions
How do I set up the “Prospect Generated” workflow trigger?
Open the workflow builder, choose the Prospect Generated trigger, configure filters, add actions, and activate the workflow.
Can I filter prospects by conversion score?
Yes. You can define conversion score ranges using operators like greater than, less than, or equal to.
What actions can be automated?
You can send emails or SMS messages, create contacts, assign tags, and export prospect data.
Is this trigger available for all accounts?
No. The Prospect Generated trigger is available only at the sub-account level.
Does it support both manual and widget-generated prospects?
Yes. It supports both in-app created prospects and those generated through widgets.
Automate lead capture and follow-up in one place
Capture prospects from widgets or in-app actions, filter by conversion score, and launch your follow-up sequence automatically—so you can focus on the leads that matter most.
Faster replies. Better organization. Higher conversions.
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