It’s been a busy start to 2022 and the Correlated team has shipped a ton of new features. Here’s a round up of the latest features in Correlated!
Automatically trigger Hubspot emails based on customer behavior
We recently launched support for adding users who enter Correlated Signals to Hubspot contact lists. This makes it easy to create multi step playbooks using Correlated that span sales and marketing to drive revenue and alignment.
For example, you could set-up a Correlated Signal to target recently onboarding users who have hit an activation metric in your product and who are inviting other users in.
With Correlated, you can target users in real-time as they enter this segment with an onboarding email sequence via Hubspot. You can also automatically add them to an Outreach or Salesloft task list so that the right salesperson can reach out with a personalized message. Finally you can assign a task in Salesforce to keep track of which Super Users are converting to sales opportunities.
Self-serve support for Redshift and Snowflake
In January, Correlated launched self-serve integrations for Snowflake and Redshift out of beta. This allows you to bring in any relevant data from your data warehouse to Correlated including billing information from Stripe, support tickets from Zendesk, or usage data from your application. This means you can easily combine product usage data, billing trends and your CRM into Correlated’s Signals.
Finer tuned control over Slack, Salesforce and Outreach workflows
We all know that GTM is a team sport - which means that often, you'll have different owners for the same account. For example, your Customer Success team helps customers get the most out of the product, while your Sales team helps move deals and opportunities forward. Prior to this release, you were only able to send a Slack DM or Salesforce Task to one owner. Now, you can configure multiple owners and select the owner that you want for the workflow that you are building.
You can also do something similar in Outreach. Before, we would send emails to prospects from the Prospect Owner in Outreach. Now, you can use Correlated to determine which mailbox emails get sent from. That means that you aren't tied to the Prospect Owner in Outreach.
Account and User traits history
When GTM teams get notifications that a lead is worth reaching out to, they naturally want to know why! With our new "History" view located on the Account and User detail pages, you can see all the changes in dimension values captured by Correlated. Now, when a Signal triggers, you can check how dimension values have changed and identify which dimension was the cause.