Automate Outreach Using Marketing Audit Report URL in Workflows

Modified on Mon, 11 May at 1:57 AM

You can now use marketing audit report url as custom values in workflows to personalize outreach automatically.

What’s new

  1. Added custom values for: Prospect web report link and Prospect business name.

  2. Available when using the Generate marketing audit report action in workflows.

  3. These values can be used in downstream actions like email and SMS.

Why this matters

Previously, you could generate audit reports for prospects, but you couldn’t easily include those insights in your outreach.

Now, you can:

  1. Automatically include the audit report link in messages

  2. Personalize outreach using the prospect’s business name

  3. Build end-to-end flows from lead capture → audit → outreach

How to use

  1. Add the Generate marketing audit report action in your workflow

  2. In a downstream step (email or SMS), insert: Prospect web report link, Prospect business name

  3. Send personalized audit insights automatically
     

Expected impact

  1. Faster and more personalized outreach

  2. Improved lead qualification using audit insights

  3. Better conversion from prospect to conversation



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