CRM & Sales prompt examples for you to try out with Active Intelligence!
| Flag high-intent leads | If a lead scores above 75, add a note to their CRM profile saying 'High Intent — Contact Today' and end their current nurture automation. |
| Trigger automation on lead score change | Start an automation when a contact's 'Lead Score' field changes to 'Hot'. |
| Notify on high web score | When my Web Score goes above 100, notify me. |
| Add a deal when a form is submitted | Create an automation that adds a new deal to my pipeline when someone fills out my form. |
| Assign a task on website visit | Create an automation that assigns me a task when someone visits my website. |
| Score contacts on email engagement | Add points to my lead score when someone engages with my emails. |
| Assign deal tasks when stage changes | Create an automation to trigger task creation for sales reps when deals move to the 'In Contact' stage. |
| Outbound nurture sequence for leads | Create me an outbound nurturing sequence for my leads. |
We’d love to hear from you - reply below with your favorite CRM & Sales-related prompts