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Get instant alerts for activity surges in priority target account lists

Get instant alerts for activity surges in priority target account lists

Set up real-time alerts for recent spikes in activity within your target accounts.

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Centric Playbook
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Introduction

Create Segment

Plays

Plays are step-by-step guides designed to help you effectively use Reo.Dev & implement workflows for engagement.

Summary

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You know what kills a perfectly good pipeline?

When an account blows up in activity… and you only find out days later!

But — that ends now.

This playbook gives you real-time activity surge alerts on the accounts you care about most. The second a target account heats up, it hits your Slack — so you can jump in while they’re active, not after they’ve gone cold.

Your outreach lands at the perfect time - when an account is actively engaged, ensuring no opportunities slip through the cracks.

Real-time Activity Surge Alerts

Here’s a detailed step-by-step breakdown on setting up this automation from scratch:

Step 1: Create your priority account list/segment

If you have an existing list of accounts you want to prospect - you can upload that list on Reo.Dev to enrich accounts with developer activity and other account insights.

To upload a custom list: Head to tools >> Lists >> Create a List

Or you can create a segment of your custom account list.

  • Segment: Basic
  • Segment Type: Accounts
  • Filters:
    • Under Source - Lists - Includes any - Select the {List name} you uploaded.
Create Your Priority Account List

Step 2: Set up automation

Once you’ve created the segment, you can set up the automation on it to receive alerts when there is a surge in activity. Here’s how you can build it out:

1. Choose the source as the segment/list from the previous step

Choose The Source As The Segment

2. Choose the trigger ‘Surge in activity’. This trigger surfaces accounts that have shown a recent spike in activity.

Choose The Trigger ‘Surge in Activity’

3. Set up action - Choose ‘Get alerts via Slack’. This helps you get alerts directly on your slack DM every time there is a surge in activity in any of your target accounts.

Set Up Action ‘Get Alerts via Slack’

This automation ensures that sales teams never miss out on a hot opportunity and can instantly follow-up with accounts when they’re showing activity.

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Talk to Our Team

Need help to understand this playbook or implementing it? Book a call with our team for guidance. Have a custom playbook requirement or feedback to share? We’d love to hear from you! Simply schedule a meeting, and we’ll help you maximize your results with Reo.Dev

Book a Meeting
Mail Icon

Need Help?

If you have any questions or need help, you can reach out to us in our Slack customer channel, schedule a meeting with our team, or email us at support@reo.dev. We’re here to support you every step of the way and ensure you get the most out of Reo.Dev!

Email Us
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