Onboarding: Level-up Your Setup

Last updated Sep 23rd, 2026

Start automating and stay notified.

Team Alerts

Get notified when signals occur that your team cares about, post messages to Slack channels, or use other channels like email. Quickly adjust notifications by segment, org, or contact to avoid noise. Be aware of activity as it happens, in the channels you're already working in. (2 mins) Configure team alerts

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Workflows

Workflows allow you to automate how you track, engage, and organize contacts and organizations with customizable logic. Use triggers, filters, and actions to streamline your operations. Check out this tutorial on how to automate prospecting within the platform. Configure workflows

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Fresh playbooks

• [Auto-deliver prospect intel to reps with an AI agent
  Go from “who” to “what next” instantly in Common Room or Slack.

• [Prospect at the perfect time with signal trends
  Reach the right buyers at the right moment.

• [Enrich and action on prospects directly from SFDC and HubSpot
  Go from CRM to pipegen in seconds.

• [Iterate on outbound messaging with an AI assistant
  Maximize messaging impact without manual edits.

• [Customize Outreach sequences without switching screens
  Personalize outbound sequences at speed.

• [Action on the people behind B2B intent with Bombora intent signals
  Make the promise of ABM a reality.