From prospecting to pipeline: how to run it all on auto-pilot

Manual outbound is slow, error-prone, and doesn’t scale.

If your team spends hours pulling lists, updating CRMs, and manually following up with prospects, you’re not just wasting time - you’re missing opportunities.

The reality is that the faster you can identify prospects, reach out, and follow up, the more likely you are to win the meeting. Lag kills pipeline.

That’s why modern outbound teams are turning to automated workflows that connect data, outreach, and CRM updates into a single flow.

How to build an automated outbound workflow

Here’s a proven framework for designing an outbound engine that runs itself while you focus on closing deals:

1. Start with clean, enriched data

• Use Leadsforge or Clay to generate leads from multiple sources.

• Enrich contacts with verified emails, LinkedIn URLs, phone numbers, and intent signals.

• Qualify prospects automatically so you focus on the highest-fit leads instead of chasing bad data.

2. Push leads directly into your CRM

• Automate CRM updates so every new contact, status change, or sequence outcome is synced in real time.

• With Salesforge integrations (Salesforce, HubSpot, folk, and more), you eliminate manual imports and keep your pipeline transparent.

• Map fields carefully between your enrichment tool and CRM. This ensures every prospect enters outreach with complete, usable data.

3. Launch multi-channel sequences that adapt

• Combine email + LinkedIn steps inside Salesforge.

• Use conditional branching to adapt based on contact behavior (e.g., if they connect on LinkedIn → send message, if no reply → follow up via email).

• Let the system run 24/7 without needing manual check-ins.

• Start small. Build a simple sequence with 1 email + 1 LinkedIn touch. Once you see replies, expand to more complex flows.

4. Automate follow-ups and re-engagement

• Most replies come from follow-ups, not the first touch.

• Agent Frank can handle this at scale, running behavior-based follow-ups and quarterly re-engagement for silent leads.

• You never miss timing, and your pipeline keeps compounding.

• Audit your sequences. If you’re not sending at least 3–4 follow-ups or re-engaging non-replies, you’re leaving revenue on the table.

Outbound no longer needs to be manual or messy.

By combining Leadsforge/Clay for data, Salesforge for sequencing and CRM sync, and Agent Frank for follow-ups and re-engagement, you can build an outbound engine that runs on auto-pilot.

Add in partners like folk and RevTech Accelerator, and you’ve got the ecosystem to take outbound to the next level.

… and don’t forget to claim your folk discount with the code “FORGE”.