Partner Lead Generation Automated
Learn how to automate your partner lead generation workflow with Keen.
Automating your partner lead generation workflow saves time, reduces errors, and ensures no lead falls through the cracks. In this guide, we'll walk through setting up automated lead flows in Keen.
Step 1: Connect Your CRM
Start by connecting your CRM (HubSpot, Pipedrive, or Dynamics 365) to Keen. This enables automatic lead syncing between platforms.
Step 2: Set Up Triggers
Configure triggers that determine when a lead should be sent to your partner. Common triggers include:
- New lead created in CRM
- Lead reaches a specific pipeline stage
- Lead is tagged with a partner-related label
Step 3: Configure Actions
Set up what happens when a trigger fires:
- Create the lead in Keen
- Notify the partner via Slack or email
- Start an email campaign via ActiveCampaign
Step 4: Monitor and Optimize
Use Keen's dashboard to monitor lead flow and conversion rates. Identify bottlenecks and optimize your automation rules accordingly.