Trigger-Based Prospecting from Company News & Funding Alerts

What this automation does, step by step

1. A monitoring feed built on ZoomInfo and Clearbit watches target accounts for trigger events, a new funding round, a leadership change, or a job posting that signals a new initiative, and the moment one fires, Make.com creates a time-sensitive outreach task in Salesforce tagged with the specific trigger so the message can reference it directly instead of sending a generic cold email.

2. The business development manager gets a same-day Slack alert with a summary of the news and a suggested talking point, and a pre-drafted email pulled from a template library in Outreach.io gives them a fast starting point to personalize.

3. Accounts that go quiet for 30 days after a trigger without a logged touch get flagged for manager review.

4. Outreach tied to a real, timely trigger converts to meetings at a noticeably higher rate than cold, untriggered prospecting ever did.