{"id":1747,"date":"2021-04-22T20:21:31","date_gmt":"2021-04-23T00:21:31","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/automated-lead-generation\/"},"modified":"2026-09-30T07:55:26","modified_gmt":"2026-09-30T11:55:26","slug":"automated-lead-generation","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/automated-lead-generation\/","title":{"rendered":"5 automations that can supercharge your lead generation efforts"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Lead acquisition can be an expensive endeavor, as each lead costs <a href=\"https:\/\/linchpinseo.com\/average-cost-per-lead-by-industry-and-marketing-channel\/\" target=\"_blank\" rel=\"noreferrer noopener\">at least $30<\/a> to attain, on average, across channels.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That said, there are a variety of automations that can drastically reduce this figure while providing experiences that delight everyone involved\u2014including your employees and your new leads.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These automations can transform a variety of your lead generation workflows, from the way your team produces and distributes lead gen assets to the way your team verifies and shares leads.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To help you decide which lead gen processes you should streamline, we\u2019ll walk you through 5 <a href=\"https:\/\/blog2workato.wpengine.com\/what-marketing-automation-means-today\/\">marketing automation examples<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. Verify that leads are the right fit for your product with the click of a button<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The idea that not every lead is worth pursuing seems obvious, but the practice of sussing out high quality leads from those that aren&#8217;t is all but easy, especially at scale.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how automation can make this process feasible (in the context of reviewing leads that register for an event):<\/p>\n\n\n\n<figure class=\"wp-block-embed 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=\"Verify Zoom Webinar Registrants in Slack | Unexpected Automations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/CnF45Grn6ro?list=PLC6AmOSfz6sywDPnaknl_k3G2RfOhHuEH\" 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\">1. Once a lead or client registers for an event, the workflow gets triggered.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. A chatbot collects information on the registrant by pulling existing info from in-house apps and by using a data enrichment tool, like <a href=\"https:\/\/www.workato.com\/integrations\/clearbit?utm_source=blog&amp;utm_medium=lead-gen\">Clearbit<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. The chatbot notifies a channel in a business communications platform (e.g. <a href=\"https:\/\/www.workato.com\/integrations\/slack?utm_source=blog&amp;utm_medium=lead-gen\">Slack<\/a>), sharing info on the registrant and allowing any member in the channel to accept or reject them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. If accepted, the lead will receive an invite for the event and (assuming the event is virtual) they\u2019ll get added to the platform that\u2019s hosting the event.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This <a href=\"https:\/\/blog2workato.wpengine.com\/marketing-automation-events\/\">event marketing automation<\/a> not only helps ensure that you\u2019re collecting high-quality leads, but it also allows your team to save time, as it allows employees to avoid going through individual apps to look up registrant information.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. Manage content-production workflows with ease<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">At the heart of every high-performing lead gen campaign are assets that capture your target audience\u2019s attention. This can be anything from an infographic that covers a client\u2019s use of your product to an ebook that highlights industry research.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No matter the content your team works on, you can make sure that each step gets completed on time and in full by <a href=\"https:\/\/blog2workato.wpengine.com\/approval-workflow\/\">automating your approval process<\/a> among relevant stakeholders.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Assuming you use a tool like <a href=\"https:\/\/www.workato.com\/integrations\/jira?utm_source=blog&amp;utm_medium=lead-gen\">Jira<\/a> to manage tickets for your creative workflows, you can use a chatbot that lets employees edit tickets and get notified when it\u2019s their turn to work on creative deliverables.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how it can look, assuming you\u2019re producing an asset that first requires a writer, then a designer, and finally a campaign manager:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2021\/04\/Instagram-post-1-1.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2021\/04\/Instagram-post-1-1-1024x1024.png\" alt=\"An icon of a chatbot stands alongside the logo of Jira, and a circular line is going across each\" class=\"wp-image-13942\" width=\"314\" height=\"314\"\/><\/a><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">1. Once a writer finishes the copy, they add their doc to the ticket and edit its status to something like \u201cReady for design\u201d from their business comms platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. The appropriate designer then receives a message in the business communications platform, which provides a link to the ticket and a message that notifies them that it\u2019s their turn to get involved.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Once the designer finishes creating the asset, they\u2014from their business comms platform\u2014upload their design to the ticket and change the ticket status to something like \u201cFinal review\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. The campaign manager receives an alert in the business comms platform, prompting them to view the asset before giving it final approval (like the previous actions, they can take the appropriate steps without leaving the business comms platform).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s also worth noting that the chatbot can be set up to notify the appropriate stakeholders when their due date is approaching, and when they\u2019re overdue on a task. This can help prevent employees from procrastinating and delaying on their deliverables.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3. Streamline content analysis to quickly identify what\u2019s working and what isn\u2019t<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As your team produces and distributes various assets, you\u2019ll need an easy way to measure all of the results. Only then, you can double down on lead gen activities that deliver a high ROI, while leaving less effective tactics behind.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s one way to <a href=\"https:\/\/blog2workato.wpengine.com\/content-automation\/\">automate your content analysis<\/a> so that you can arrive at smarter decisions, faster:<\/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=\"Prioritize Your Content Strategy by Automating Reporting in Slack\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/wzMRndtK7xw?start=235&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<ol class=\"wp-block-list\"><li>An employee accesses a customized chatbot (ours is known as \u201cInfinity Bot\u201d) within their business communications platform.&nbsp;&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>The employee clicks on the \u201cGenerate Slides!\u201d dropdown and then clicks \u201cSnapshot.\u201d&nbsp;<\/li><\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li>The chatbot then pulls together the performance data of various channels into a platform like <a href=\"https:\/\/www.workato.com\/integrations\/snowflake?utm_source=blog&amp;utm_medium=lead-gen\">Snowflake<\/a>\u2014channels can include Youtube, Linkedin, Go to Webinar, etc. There, the data gets manipulated in a way that\u2019s friendly for end-users, and once this happens, the chatbot adds the data to the corresponding areas of a pre-designed slide deck.<\/li><\/ol>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">Note: This entire step happens in real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. The chatbot replies to the employee by sharing the slide deck with all of the data they&#8217;ve requested.<\/p>\n\n\n\r\n    <div class=\"article__cta\">\r\n\t\t            <div class=\"article__cta-right\">\r\n                <img decoding=\"async\" class=\"article__cta-right_image\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/AD_4nXcOwkKcrrTEe2h5Uh3Y0JgSO9grPIl3dfscv-VpSgbFyy4CugiH6fzvyiSO7dQTgpn3guRD2nErQYcNLFWUo7PqdmzFb56nDOKN69K2O8mlrcSC8Ahc5Zeg-E3ZQP1OLyqNFgmOPAkeycsFHeprG52GEgFrBoBrMojE7-150x150.png\"\r\n                     alt=\"\">\r\n                <div class=\"article__cta-right_content\">\r\n                    <h4>Looking to get more out of your marketing automations?<\/h4>\r\n                    <p>Our ebook, Marketing Transformation Through Enterprise Automation, offers up the tactical guidance you need.<\/p>\r\n                <\/div>\r\n\t\t\t\t                    <a class=\"article__cta-right_btn\"\r\n                       href=\"https:\/\/discover.workato.com\/marketing-automation-ebook\/p\/1?utm_source=blog\">Download ebook<\/a>\r\n\t\t\t\t            <\/div>\r\n\t\t    <\/div>\r\n\n\n\n<h2 class=\"wp-block-heading\"><strong>4. Leverage product usage data to uncover upsell and cross-sell opportunities<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your prospects aren\u2019t the only leads your business should capture and nurture. Clients can also present your organization with sales opportunities in the form of upsells and cross-sells.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To help your team generate leads from clients who are ready to increase their spend with your business, you can use their <a href=\"https:\/\/blog2workato.wpengine.com\/product-usage-data\/\">product usage data<\/a> as part of the following automation:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/HIl8XT3voN_KEfBs-y3HvAVpSdEYGfdK8GQR3SbZiQs8Jwqt8-BYKg-NO-_Z8IMHH5ftF9_D8oI0wnw4scsDbPJQ3LbMRVh1UnlE6ECBmcUOz_9MlH_dx6n9SStbJSDaMcPysuJ.png\" alt=\"An automation that uses product usage data to help customer success managers identify upsell and cross-sell opportunities\"\/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">1. Once the client hits their product usage limit, the workflow gets triggered.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.&nbsp; A chatbot collects existing client data from various apps, such as a CRM like <a href=\"https:\/\/www.workato.com\/integrations\/salesforce?utm_source=blog&amp;utm_medium=lead-gen\">Salesforce<\/a>, a marketing automation tool like <a href=\"https:\/\/www.workato.com\/integrations\/marketo?utm_source=blog&amp;utm_medium=lead-gen\">Marketo<\/a>, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. The chatbot then adds the data into a prebuilt account 360 report, and it goes on to share that report with the appropriate customer success manager in their business communications platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The CSM can then work quickly in identifying the upsell or cross-sell opportunity, and they can respond to the client promptly with a message that\u2019s more likely to move the conversation forward.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>5. Enrich new leads and share them instantly<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your lead gen efforts are only as valuable as the follow-up steps you\u2019ve put into place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To help your team work quickly in assessing incoming leads and in determining which <a href=\"https:\/\/blog2workato.wpengine.com\/automated-lead-nurturing\/\">nurture workflow<\/a> to put each of them in, you can use the following automation:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Once a new lead arrives, a chatbot checks to see if it already exists in your marketing automation platform.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Assuming it doesn\u2019t, the chatbot looks up the lead\u2019s information in a data enrichment tool, and it goes on to create the lead in the marketing automation platform (including any info it finds in the data enrichment tool).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. The chatbot then immediately messages the appropriate channel about the lead, including the link to the lead\u2019s profile in the marketing automation platform. This allows members of the channel to quickly become aware of the lead and\u2014based on the insights presented in the message\u2014decide on the best next steps.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Use Workbot to streamline your lead generation workflows<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Workbot, Workato\u2019s enterprise chatbot, can help streamline all of the workflows highlighted above, among countless others, whether your team works in <a href=\"https:\/\/www.workato.com\/workbot-slack?utm_source=blog&amp;utm_medium=lead-gen\">Slack<\/a>, <a href=\"https:\/\/www.workato.com\/workbot-teams?utm_source=blog&amp;utm_medium=lead-gen\">Teams<\/a>, or <a href=\"https:\/\/www.workato.com\/workbot-fb-workplace?utm_source=blog&amp;utm_medium=lead-gen\">Workplace<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about Workbot, and to uncover all the ways it can help your team generate high quality leads at scale, you can schedule a demo with one of our automation experts!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex 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=lead-gen\">Schedule a demo<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Lead acquisition can be an expensive endeavor, as each lead costs at least $30 to attain, on average, across channels. That said, there are a variety of automations that can drastically reduce this figure while providing experiences that delight everyone involved\u2014including your employees and your new leads. These automations can transform a variety of your [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":12172,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32],"tags":[],"class_list":["post-1747","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>5 automations that can supercharge your lead generation efforts - Workato<\/title>\n<meta name=\"description\" content=\"From streamlining the creation of lead gen assets to leveraging product usage data to uncover upsell opportunities, these automations can take your lead gen efforts to the next level!\" \/>\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\/automated-lead-generation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 automations that can supercharge your lead generation efforts - Workato\" \/>\n<meta property=\"og:description\" content=\"From streamlining the creation of lead gen assets to leveraging product usage data to uncover upsell opportunities, these automations can take your lead gen efforts to the next level!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog2workato.wpengine.com\/automated-lead-generation\/\" \/>\n<meta property=\"og:site_name\" content=\"Workato\" \/>\n<meta property=\"article:published_time\" content=\"2021-04-23T00:21:31+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-30T11:55:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/autolead-gen.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"840\" \/>\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=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/automated-lead-generation\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/automated-lead-generation\\\/\"},\"author\":{\"name\":\"Jon Gitlin\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/a2f4df48701d403abb88a36add551a45\"},\"headline\":\"5 automations that can supercharge your lead generation efforts\",\"datePublished\":\"2021-04-23T00:21:31+00:00\",\"dateModified\":\"2026-09-30T11:55:26+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/automated-lead-generation\\\/\"},\"wordCount\":1239,\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/automated-lead-generation\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/autolead-gen.png\",\"articleSection\":[\"Solutions\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/automated-lead-generation\\\/\",\"url\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/automated-lead-generation\\\/\",\"name\":\"5 automations that can supercharge your lead generation efforts - 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