Sample Workflows
GTM · Inbound Sales

Never let a warm lead go cold. Follow up automatically.

Every founder knows the feeling — someone fills out your interest form and then disappears into the void because life got busy. This workflow solves exactly that. It monitors new form submissions and triggers a personalised follow-up sequence so every inbound lead gets a timely, context-aware reply — without you lifting a finger.

How it works

01Lead fills your formSomeone visits your website and submits an interest form — a demo request, a newsletter sign-up, or a waitlist entry.
02Workflow triggers instantlyDeepVista detects the new submission and pulls in context from your knowledge base — product positioning, ICP notes, past conversations.
03Personalised follow-up sentA tailored message goes out automatically, referencing what the lead cares about and moving them further down your funnel.

Why this matters

Speed-to-lead is one of the highest-leverage levers in early-stage sales. Studies show that responding within the first five minutes increases qualification rates by 9×. Most early teams can't staff that kind of responsiveness — this workflow makes it the default.

Beyond speed, the follow-up is grounded in your own knowledge base: your ICP definition, your positioning notes, previous customer calls. That means the message sounds like you — not a generic drip sequence.

Ready to run this workflow?

Install it directly to your agent fleet and start converting inbound interest into qualified pipeline.

Open Workflow