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Template
Orchestration

Retrieve stakeholders of accounts identified by Store Leads

Get started with Store Leads in Cargo

Overview#


If you're targeting e-commerce businesses, Store Leads can help you track various data points that signal potential purchase intent for your product.


This template demonstrates how to start with segments created in Store Leads, identify relevant stakeholders for those accounts, and reach out to them promptly.



Note

All integrations mentioned in this template require an associated connector to be set up in your Cargo workspace. Some integrations are eligible for use with Cargo credits. See the documentation for instructions on setting up connectors and using Cargo credits.



Retrieve stakeholders of accounts identified by Store Leads#



Step 1 - Set variables#

Set up your input variables to the workflow

Inputs used in the workflow are set up in the variables node at the beginning of the workflow. This node is used to define the parameters that will be passed through the rest of workflow as inputs to the rest of the nodes.


To power this workflow, the following variables are needed:

  • domain: The domain name of the company passed by Store Leads
  • countries: The countries you want to filter for
  • targetjobTitle1: A job title you want to filter for when searching for stakeholders at the said domain
  • targetjobTitle2: A second job title you want to filter for, add as many as you like


Step 2 - Receive domains#

Receive segment-based signals from Store Leads

Store Leads is a great database that collects various signals on e-commerce companius including firmographic, technographic, and social media data see here for details.


Through the Store Leads interface, you can select the right set of filters that define a segment of customers which most closely resemble your ICP. This will ensure you receive the most relevant signals to act upon.


Setting up a Store Leads data model in Cargo allows you to receive a weekly payload of identified companies manifesting an appropriate signal. At this stage, use the webhook URL produced by this data model the “URL” field in the Store Leads interface. This defines the destination for Store Leads to send information to.


Save your settings and test the payload transmission to your Cargo workflow.




Find relevant contacts working at those companies

We highly recommend performing a quick check in the CRM to rule out the possibility of duplicating a pre-existing company with the same domain name. In the template example, we also used the enrich action with the Store Leads connector in order to enrich further the company enrolled in the workflow (remove this action if unnecessary).


The data input from the Store Leads based data model will contain website domains belonging to companies in the Store Leads segment. Using these domains, you can use an enrichment provider's search action (in this case using People Data Labs' search action) which will identify contacts currently working at those companies. Alternatively, you can use an enrichment tool that you're already subscribed to (e.g., Zoominfo, Cognism, Apollo, Clearbit) or try new providers available with Cargo credits (e.g., Fullenrich, Waterfall.io).


Make sure to specify additional filters (e.g. job titles, location, seniority) to narrow down only to relevant contacts at these companies which are likely to be involved in the buying decision for your product. Note that each enrichment provider specifies its own format and phrasing of job titles. You can check the documentation of the enrichment provider to align with their formatting when adding job titles, seniorities, etc.


As the search will produce an array of contacts, henceforth, the rest of the execution flow will proceed inside a group node.



Step 4 - Outreach#

Outreach stakeholders

Inside the aforementioned group node, you may choose to enroll the contact in a low touch email sequence (such as in the example) or may simply ping a sales representative on slack to expedite the opportunity follow-up. Cargo allows you a variety of option for initiating individual actions for each contact retrieved. Often, users will create tasks for their sales representatives in the CRM as well as add leads to a low-touch outreach sequence using a preferred email marketing tool integrated with Cargo (e.g., Instantly, Smartlead, Salesloft, Apollo, Outreach, etc). Adjust these steps to fit your sales motion.


It's also recommended to quickly check against existing contacts in the CRM and create a new one if absent to avoid duplicate outreach.

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