Email associated contacts when their company raises funding (Breeze Intelligence signal)

Outcome. Contacts at a company that just raised money get one timed email about it, sent only to people who are not customers, not inside an open deal, and not already on the receiving end of another signal email this quarter.

Workflow map Enrollment, branches and actions at a glance lead-nurturing-050

flowchart TD
    A[Total money raised is known, contact not customer] --> B[Copy company figure to contact]
    B --> C[Delay 1 day]
    C --> D{Company over 200 employees?}
    D -- Yes --> E[Send: Funding larger org angle]
    D -- No --> F[Send: Funding smaller org angle]
    E --> G[Set funding_signal_email_sent = today]
    F --> G
    G --> H[Delay 5 days]
    H --> I{Clicked the funding email?}
    I -- Yes --> J[Create task for contact owner]
    I -- No --> K[End]

When to use it, when not to

• UseUse it when your offer gets easier to buy right after a raise: new headcount, new tooling budget, a new market to open.
• UseUse it only when Breeze Intelligence company enrichment is switched on and has already run on the accounts you care about. The workflow reads an enriched property, so no enrichment means no enrollment at all.
• SkipDo not use it without the add-on. There is no free fallback source for funding data inside the CRM, and the fiche does not pretend otherwise.
• SkipDo not treat it as an account-level send. This is a contact workflow, so every associated contact that passes the filters gets a copy. Cap the audience before you turn it on, see Known pitfalls.
• SkipDo not send it to existing customers. That news belongs to the account or CS owner, see Variants.