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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Generate Marketing Audit Report via Workflows

New Feature: Generate Marketing Audit Report via Workflows

February 23, 20261 min read

Marketing Audit Reports help you immediately assess prospects and point out weaknesses you can easily fix. However, manually generating reports for new leads slows down your operations. Let's go through how to set up this new action and automate the process!

⭐️How to Generate a Marketing Audit Report via Workflows?

  1. Create or edit a workflow and add the Contact Created trigger.

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  2. Click the plus sign icon to add an action and select Generate Marketing Audit Report from the Marketing actions.

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  3. Enter the business name and fill out other important fields; you can use custom values to do so.

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  4. Once created, audit reports can be viewed in your Prospecting dashboard.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Efficient Qualification: Automatically evaluate business health before outreach, so you can easily focus your efforts on your best matches.

  • Improved Lead Capturing: This update lets you connect with leads and position your business as the expert solution, thanks to auto-generated reports.

  • Increased Reach: No matter where your leads come from, you can now run the same deep business audit on all of them, no longer limiting your reach to prospecting leads.

The moment a contact enters your system, a comprehensive Marketing Audit Report delivers actionable insights into their overall digital presence, helping you point out the specific areas you’ll help with and effectively convert your prospects into customers. We hope you enjoy it!

New FeatureNew UpdateMarketing Audit ReportAutomationWorkflows
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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