{"id":1684,"date":"2021-02-01T02:19:01","date_gmt":"2021-02-01T07:19:01","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/how-marketing-automation-improves-lead-management\/"},"modified":"2026-09-30T07:51:58","modified_gmt":"2026-09-30T11:51:58","slug":"how-marketing-automation-improves-lead-management","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/how-marketing-automation-improves-lead-management\/","title":{"rendered":"3 ways that marketing automation can help your team manage leads"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Your leads can come from a variety of places, from a demo request form to an email nurture sequence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No matter their source, you can manage each effectively by using marketing automation. Why? Because marketing automation allows your customer-facing teams to uncover hot leads in real time, access invaluable insights on each, and take action\u2014all without leaving your organization&#8217;s business communications platform (e.g. <a href=\"https:\/\/www.workato.com\/integrations\/slack\/?utm_source=blog&amp;utm_medium=marketing-automation-leads\">Slack<\/a>).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ll review how, exactly, marketing automation can support your lead generation and nurture efforts by walking you through 3 examples.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/blog2workato.wpengine.com\/what-marketing-automation-means-today\/\"><em>The ultimate guide to implementing marketing automation<\/em><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Route leads intelligently and through the platform your reps already use<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To have any chance at converting an inbound lead, you\u2019ll need to respond to them in minutes. <a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/1939286\/Playbooks%20and%20Whitepapers\/Best%20Practices%20for%20Lead%20Mgmt.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Research by the Harvard Business Review<\/a> proves why: Delaying your organization\u2019s response time from 5 to 10 minutes lowers your odds of qualifying a lead by 400%.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So how can you enable your reps to contact inbound leads within 5 minutes? By routing leads intelligently.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how your <a href=\"https:\/\/blog2workato.wpengine.com\/lead-routing\/\">lead routing workflow<\/a> can work:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once a new lead comes in, an enterprise chatbot can message the appropriate rep in a platform like Slack and notify them of the lead. The message can include the note the lead left when they submitted the demo request (if applicable), their details in your CRM (if it exists), insights from an enrichment tool like <a href=\"https:\/\/www.workato.com\/integrations\/clearbit\/?utm_source=blog&amp;utm_medium=marketing-automation-leads\">Clearbit<\/a>, etc. The rep can then decide whether to accept, reject, or reassign the lead with the click of a button.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Lead Bot | Workbot Wednesdays\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/kcdmhP9UE9U?start=58&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/blog2workato.wpengine.com\/speed-to-lead\/\"><em>4 tactics for improving your speed to lead<\/em><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Identify previous buyers who switch jobs and nurture them immediately<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When someone moves to a new company, they\u2019re likely looking for ways to make an early impression. And when that someone is a formerly happy client of yours? They might want to bring your product along with them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a marketing automation that can help your team identify and nurture this type of lead successfully:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Once a former user changes jobs (which a data enrichment platform uncovers), and their details in a CRM, like <a href=\"https:\/\/www.workato.com\/integrations\/salesforce\/?utm_source=blog&amp;utm_medium=marketing-automation-leads\">Salesforce<\/a>, are edited to reflect this, the workflow gets triggered.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. An enterprise chatbot messages a specific channel in a platform like Slack, notifying members of the job change and the details around it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. A member of the channel can put the lead into the appropriate nurture campaign in a platform like <a href=\"https:\/\/www.workato.com\/integrations\/outreach\/?utm_source=blog&amp;utm_medium=marketing-automation-leads\">Outreach<\/a> with the click of a button.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Learn When Previous Buyers Switch Roles | Unexpected Automations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ZiLO8JthlpQ?start=167&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Use product usage data to put clients into upsell\/cross-sell campaigns<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your clients also present your organization with new revenue opportunities.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can identify and nurture clients who are ready to move on to a more advanced version of your product (upsell) or are interested in an additional product you offer (cross-sell) by implementing automations based on <a href=\"https:\/\/blog2workato.wpengine.com\/product-usage-data\/\">product usage<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Once a client\u2019s level of product usage (as measured in a platform like <a href=\"https:\/\/www.workato.com\/integrations\/snowflake\/?utm_source=blog&amp;utm_medium=marketing-automation-leads\">Snowflake<\/a>) exceeds a certain threshold, the workflow gets triggered.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. An enterprise chatbot notifies the employee who manages the account (via a platform like Slack) of the client\u2019s product-usage level and that they\u2019re a good candidate for the next product tier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. The customer-facing employee can, with the click of a button, put them into a relevant nurture sequence using a platform like Outreach, or, if they\u2019d prefer, respond to the client directly.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/XTuEGaa4KKORsvgv56uKEsCmYuASXDIIWkkDqIlH5JaAsQClHxfi6ORrc-IRHBcFvIoboKX3mjpDZqGT8LAwa_JnMEpxoA8NzgNhAReA0haA1J5e25jiKjsS7p1Uipj9uARWACo3.png\" alt=\"A marketing automation that helps customer-facing employees identify and nurture upsell\/cross-sell opportunities.\" width=\"483\" height=\"163\"\/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <a href=\"https:\/\/www.workato.com\/the-connector\/lead-automation\/\">A guide on lead automation<\/a><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Ready to automate your lead management processes?&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can use Workato, the leader in integration-led automation, to automate any marketing workflow without compromising security and governance. You can also use <a href=\"https:\/\/www.workato.com\/workbot-slack\/?utm_source=blog&amp;utm_medium=marketing-automation-leads\">Workbot<\/a>, our very own enterprise chatbot, to fuel each workflow and to ensure that your team doesn\u2019t have to leave your business communications platform when performing a task.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about Workbot and the Workato platform more generally, you can schedule a demo with one of our automation experts!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-7d812b4c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/www.workato.com\/request_demo?utm_source=blog&amp;utm_medium=marketing-automation-leads\">Schedule a demo<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Your leads can come from a variety of places, from a demo request form to an email nurture sequence. No matter their source, you can manage each effectively by using marketing automation. Why? Because marketing automation allows your customer-facing teams to uncover hot leads in real time, access invaluable insights on each, and take action\u2014all [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":12141,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32],"tags":[],"class_list":["post-1684","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solutions"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>3 ways that marketing automation can help your team manage leads - Workato<\/title>\n<meta name=\"description\" content=\"From streamlining the process of identifying and engaging with previous buyers to routing leads intelligently, these marketing automations can help your team convert leads at a higher rate.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/how-marketing-automation-improves-lead-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 ways that marketing automation can help your team manage leads - Workato\" \/>\n<meta property=\"og:description\" content=\"From streamlining the process of identifying and engaging with previous buyers to routing leads intelligently, these marketing automations can help your team convert leads at a higher rate.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog2workato.wpengine.com\/how-marketing-automation-improves-lead-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Workato\" \/>\n<meta property=\"article:published_time\" content=\"2021-02-01T07:19:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-30T11:51:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/marketing-automation.png\" \/>\n\t<meta property=\"og:image:width\" content=\"8250\" \/>\n\t<meta property=\"og:image:height\" content=\"3500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jon Gitlin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jon Gitlin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/how-marketing-automation-improves-lead-management\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/how-marketing-automation-improves-lead-management\\\/\"},\"author\":{\"name\":\"Jon Gitlin\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/a2f4df48701d403abb88a36add551a45\"},\"headline\":\"3 ways that marketing automation can help your team manage leads\",\"datePublished\":\"2021-02-01T07:19:01+00:00\",\"dateModified\":\"2026-09-30T11:51:58+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/how-marketing-automation-improves-lead-management\\\/\"},\"wordCount\":686,\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/how-marketing-automation-improves-lead-management\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/marketing-automation.png\",\"articleSection\":[\"Solutions\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/how-marketing-automation-improves-lead-management\\\/\",\"url\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/how-marketing-automation-improves-lead-management\\\/\",\"name\":\"3 ways that marketing automation can help your team manage leads - 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