How to Set Up the Prospect Generated Workflow Trigger

By Sparkforge Support Team ·Last reviewed May 3, 2026

The Prospect Generated trigger fires when a new prospect is created in the Sparkforge Prospecting Tool, whether in-app, through an embedded widget, or via Prospect AI. Filter by source and conversion rate to drive automated follow-up.

The Prospect Generated trigger runs a Sparkforge workflow whenever a new prospect lands in the Prospecting Tool. Use it to assign prospects to pipelines, send first-touch emails or SMS, alert sales, and tag records based on source and conversion likelihood.

What the Trigger Does

It activates when a new prospect is generated in any of three ways:

In-app: a user manually creates a prospect inside the Prospecting Tool.
Widget: a prospect is captured through an embedded widget on your site.
Prospect AI: a prospect is generated automatically by Prospect AI.

You can filter by source and by conversion rate so the workflow runs only for the prospects worth automating against.

Where to Find the Trigger

Open the Workflow Builder and pick Prospect Generated from the trigger list.

Configure the Workflow

Step 1: Add the Trigger

Click Create Workflow or open an existing one.
In the trigger panel, select Prospect Generated.

Step 2: Apply Filters

Filters narrow the trigger to the prospects you actually want to automate against.

Prospect Source: In-App, Widget, or Prospect AI. Useful when you want different follow-up for inbound widget prospects vs. team-entered records.
Conversion Rate: segment by likelihood to close. Run high-intent prospects through a personal outreach sequence; route low-intent prospects into a longer nurture.

Step 3: Map Prospect Details to Actions

Common automated actions:

Assign the prospect to a sales pipeline stage.
Send a welcome email or SMS using merge fields from the prospect record.
Notify a sales team member about high-conversion prospects.
Tag and categorize prospects by industry, niche, or campaign.

Step 4: Save and Test

Save the workflow.
Generate a test prospect (in-app and through your widget) and confirm the actions fire as expected.
Adjust filters or actions if a path doesn’t behave the way you want.

Example: Widget Prospects with High Conversion

You want every widget-generated prospect to receive a welcome email and want sales to be alerted about high-conversion ones.

Trigger: Prospect Generated
Filters: Source = Widget, Conversion Rate > 70%
Actions: send personalized welcome email, then notify the assigned sales rep.

Result: every widget prospect gets first-touch outreach instantly, and high-intent leads jump to the top of the rep’s queue.

Frequently Asked Questions

Where does the Prospect Generated trigger live?

Inside the Workflow Builder. Pick it from the trigger dropdown when you create or edit a workflow.

What filters does the trigger support?

Prospect Source (In-App, Widget, or Prospect AI) and Conversion Rate. You can combine them to segment which prospects fire the workflow.

Can I send personalized emails using prospect data?

Yes. Merge fields pull prospect attributes into the email or SMS body so first-touch outreach references their actual details.

Does the trigger fire for prospects created by Prospect AI?

Yes. Prospect AI is one of the three supported sources, alongside in-app and embedded widget creation.

How do I test before going live?

Save the workflow, then generate a test prospect through each source you care about. Confirm the actions fire and the filters route correctly before activating it on real traffic.