Why wire it up
Most teams have the signal that should start an outreach campaign sitting in a different system to the one that sends it. Someone fills in a form, a company appears in an intent feed, a target account hires for a role, a trial signup goes cold. Each of those is a reason to reach out, and in most companies each of them gets noticed a week late by a human scrolling a dashboard.
Zapier closes that gap. The signal fires, the prospect enters the right Prospectio campaign, the ICP filter checks they are worth messaging, and the sequence starts the same day.
What you can trigger
- Add a prospect to a specific campaign, with any custom fields you want available for personalisation
- Pause or resume a prospect’s sequence, for example when they open a support ticket or a deal moves stage
- Update a prospect’s details mid-sequence
- Remove a prospect entirely, which matters for suppression lists
What Prospectio sends out
- Connection request sent, and accepted
- Message or voice note delivered
- Reply received, with the text and the responder’s classification (interested, question, objection, not now, not interested)
- Meeting booked, with the time and the calendar link
- Prospect skipped by the ICP filter, with the reason, which is useful for auditing your targeting
Workflows worth building
Website visitor to campaign. A deanonymisation tool identifies a company, Zapier looks up the right contact, Prospectio qualifies and starts a sequence.
Form fill to instant follow-up. Someone downloads something, Zapier adds them to a nurture campaign that opens with a voice note rather than an autoresponder email.
Job ad signal to outreach. A monitoring tool spots a target account hiring for a role that signals need, and the campaign starts automatically.
Reply to Slack. Every positive reply posts into a channel so the team sees momentum, which does more for morale than a weekly report.
Meeting booked to CRM and calendar. Belt and braces alongside the native CRM sync.
Setting it up
- In Prospectio, go to Integrations and generate an API key
- In Zapier, add Prospectio as a connection and paste the key
- Build your scenario: pick the trigger, add the Prospectio step, map your fields
- Test with one prospect before switching it on
Five to ten minutes for a simple flow.
A caution
Automated triggers make it easy to accidentally message someone twice, or to message an existing customer. Keep a suppression list, and route everything through the ICP filter rather than straight into a sequence. The filter skipping a prospect is a feature, not an error in your automation.