outreach triggers

Target companies that raised funds with this 6-step workflow

Lucas Perret
August 3, 2023
8 min.

6-step workflow to target companies that raised funds

If a company raises funds, that often means they plan to grow fast and have some money to spend.

That’s a green light for you as your solution can help them reach their end goal, and they have the budget for it.

So, how do you find and reach out to companies that just raised funds, without spending hours on manual research?

In this guide, you’ll get 3 workflow templates that will help you identify companies that raised funds & add them straight to your outreach campaign!

6-step workflow to target companies that raised funds

Step #1: Find interesting funding on Crunchbase

Currently, there are around 7 fundraising announces on Cruchbase each day:

[ ] Scrape Crunchbase's recent funding events with Piloterr

Step #2: Enrich fundraising companies with Crunchbase Data

[ ] Use Piloterr for lead enrichment from Crunchbase data

If you are selling to a niche audience, you can also use this step to filter companies by company size, industry, etc.

Step #3: Check your target’s status in HubSpot

[ ] Do an automatic look-up to research if the new lead is already in your CRM. This will return data such as the last time the account has been contacted or its status.

Here are the possible outcomes:

→ The search finds nothing

This means that the lead is new, so you can continue your workflow and contact the person.

→ The search finds a company

‍- If the lead status is “Open Deal”, it means that the sales team got already been in touch with this lead.

In this case, it’s helpful to send a Slack alert to your sales team so they are able to check what pages the prospect is visiting and personalize follow-up for higher conversions.

- If the lead status is “Attempted to contact”, it means that the sales team got already been in touch with this lead, but they aren’t responding.

This is your opportunity to create CRM follow-up tasks for your sales team.

Step #4: Find contacts

Once you’re sure whether to reach out to your target company, you’ll have to find relevant people that have pain points your product/service solves.

[ ] Use Datagma to add the company’s domain and job title you want to target.

The tool will give you a list of employees that match your criteria.

Step #5: Find leads’ emails

[ ] Use Dropcontact to search verified emails.

The tool will get the first name, last name, domain, and LinkedIn URL given by Datagma and will return a verified email.

According to our benchmark, Dropcontact is a super efficient and reliable to find email.

Step #6: Add new leads to your lemlist campaigns

You can add your contacts with emails to your lemlist multichannel campaign.

[ ] Go to lemlist app

[ ] Create a new campaign (or choose your existing campaign)

[ ]  Go to Sequence

[ ]  Choose to craft an AI-generated campaign targeting people that visited your website

Now, you can connect your new workflow to an AI-generated campaign and start reaching out!

3 workflow templates for each automation expertise level

→ For beginners: Zapier template

Use this workflow template when you don’t know much about automation and want to target your website visitors with minimal effort.


→ For intermediate level: Make template

Use this workflow template if you have a bit more knowledge about automation, and understand how code works.


→ For advanced level: n8n template

Use this tutorial if you’re an automation expert and are comfortable writing and editing code.


P.S. Workflow tutorials like this come out once a week. Fill out the form below to never miss a workflow & chance to boost your business growth👇

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