What's new on Overloop

CRM made for conversations

August 11, 2021

More Enrollment Triggers

We've added more options to automate the enrollment of your prospects (organizations, deals) and make your workflows even more flexible and customized.

The new options include events that are happening to other types of entities in Prospect.io.

For example:

  • Enroll prospects when their organizations are updated, added to a list, or a new note is added to their organization, etc.
  • Enroll deals when the prospects linked to them open an email, or a new prospect is added to the organization linked to the deal, etc.

Explore the new triggers for each of the workflow types (prospect-, organization-, or deal-based).

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