Partner Lead Generation Automated

This guide will help you understand the process of receiving and sending leads between you and your partners using Keen. We will illustrate this with the example of the company "Salary Software" using Hubspot as their CRM, being in a partnership with "Automated Finances" using Pipedrive as their CRM.

Step 1: Anna from Salary Software identifies one of her clients "Michael Larsen" as a potential customer for Automated Finances. Through her communication with Michael, she assured that Michael wants to be contacted by Automate Finances.

Step 3: From Anna's Keen profile, we can verify that Michael is listed as an outgoing lead to Automated Finances.

Step 1: From Mads' Keen profile at Automated Finances, we can also verify that Michael Larsen is listed as an incoming lead.

Step 2: Mads has integrated Pipedrive with Keen. By doing this he automatically forwards his leads from Keen into Pipedrive, without him having to manually move lead data.

Step 3: Having a look at Automated Finances Pipedrive we can confirm that Michael Larsen from TechFlow is registered as a lead.

With the lead now in Pipedrive, Automated Finances can initiate an automated email campaign or other outreach activities. This enables them to automatically act and make their leads progress.