Q: What's an insight?

A: As a salesperson, it's incredibly important to uncover relevant information on a prospect to determine if they're a good fit for your product or services. It's equally important to tie (when appropriate) those insights into your message and value proposition. This shows the prospect you're actually reaching out to them for a reason, and that you've done your homework. It also helps educate the prospect on why they should want to talk to you.

Autobound's engine listens to insights continuously, then pairs them with prospects and contextual messaging on "Suggested Campaigns", in ready-to-send format. Click here to speak with us directly on how your team could use Autobound's insights.

Q: Why is it important?

A: Up until now, reps have dealt with grueling, fragmented workflows when trying to consistently have the right triggering events at their fingertips. If you're too slow, and you contact a prospect right after they purchase your competitor, you're out of luck. And if you're overly generic with no situationally specific value prop, it's likely your sales emails will end up in the trash.

Prospects are over 400% more likely to convert when you reach out to them because of a triggering event (source: fundz.net). Studies also show that emails with personalized subject lines get 50% higher open rates (source: marketingdive.com). imagine the possibilities when combining the two.

Q: How does Autobound track insights?

A: Autobound "listens" to various categories of insights as they occur or match to companies in your CRM. Our engine matches the website URL and company name fields from the CRM to a database of millions of companies. If you import a company into Autobound not yet in our database, our system will begin tracking that domain shortly after it's imported!

Q: What insights does Autobound track?

A: By collapsing all of the sales-salient data into one platform, Autobound enables our users to track and personalize messaging based off of millions of internal (from your CRM) and external (Autobound generated) data points. We break those insights into two categories, 3rd and 1st party.

Q: What are 1st party insights?

A: 1st party insights are built from CRM defined rules. Many come pre-built into each user's instance of Autobound. Examples include:

  • Recent lost opportunity

  • Your colleague recently lost an opportunity
    Leveraging traction that your colleague had with a prospect or account is particularly effective for sales teams with shifting territories.

  • You've had a conversation recently

  • Your colleague recently had a conversation

  • No activity 30+ days

  • No previous activity with contact

  • Upcoming renewal

  • Untouched key stakeholders on open opportunity

  • Inbound lead gone cold

  • No activities with key contact on opportunity in 14+ days
    & more...

Users get access to Autobound's content database of relevant sales copy, that's suggested based on these insights (as well as those below). That said, you can also use our custom insight builder to create your own "if this, say that" messaging, based on any field from your CRM.

Q: What are 3rd party insights?

A: 3rd party insights are based off of the digital blueprint of a company. They include:

  • Real-time news events

  • Job openings

  • Technologies used

  • Shared previous employers (contact level)

  • Mutual interests (contact level)

Q: What news event insights can I track with Autobound?

A: Autobound currently tracks 28 news events in 4 categories. Those are:


  1. Acquisitions

  2. Asset sales/divestitures

  3. Company buys assets

  4. Company makes investment

  5. Funding (Seed --> Series E)

  6. Initial public offering (IPO)

  7. Mergers

General Business:

  1. Award

  2. Closes office

  3. Decreases headcount

  4. Developing new offering

  5. Expands existing offices

  6. Files lawsuit

  7. Increases headcount

  8. Integration with another company

  9. Launches new offering

  10. New customer

  11. New or existing competitor

  12. Opens new office

  13. Opens new service location

  14. Opens/expands new/existing facilities

  15. Partnership

  16. Recognition

  17. Vulnerability problems


  1. Left company

  2. New hire

  3. Promotion

  4. Retires

Q: What insight-based variable fields (sometimes called "merge fields") does Autobound enable me to build into my messaging?

A: a lot, and the list is growing! All are currently based on data pulled in alongside a news event trigger, but we'll soon be enabling the functionality for other insight types.

The current list include:

  1. Acquired company (Name of the company being acquired)

  2. Amount (Total amount of the deal in $ (investments, acquisitions, new clients))

  3. Article source (Source of the article)

  4. Asset categories (List of categories regarding the assets bought or sold by the company)

  5. Assets (The specific assets that were bought or sold by the company)

  6. Award (Name of the award the company received)

  7. Company identified as competitor (Name of the company identified as a competitor)

  8. Company integrated with (Company receiving assets)

  9. Company receiving assets (Name of the company receiving assets)

  10. Company receiving funding (Name of the company receiving funding)

  11. Company receiving lawsuit (Name of the company receiving a lawsuit)

  12. Conference where recognition was received (Name of the conference where an award was given, or recognition received)

  13. Customer name (Name of the customer the company brought onboard)

  14. Date of event (The date the event occurred)

  15. Date the signal was found (different than the date the event occurred)

  16. Event location (The location the event occurred at)

  17. Investing company (The name of the investing company)

  18. Merged company (The name of the merged company)

  19. Name of person mentioned (Name of the person in a personnel change)

  20. Partner company (Name of the company that was partnered with)

  21. Product categories (List of categories regarding the product(s) being launched or developed)

  22. Product name (Name of the product being launched or developed)

  23. Recognition (Name of recognition the company received)

  24. Signal Date (Date the signal was found (different than the date the event occurred))

  25. Signal Type (The category of the signal)

  26. Signal URL (The URL of the signal)

  27. Title (The brief title of the signal)

  28. Title of person mentioned (The job title of the person in the personnel change)

  29. Total amount of the deal in $ (investments, acquisitions, new clients) ()

  30. Vulnerability (The issue or vulnerability occurring at the company)

Let's walk through an example together. One of our favorite Subject line snippets is:

"re {{insightArticleSource}} article - get 2x from each new sales hire ({{contactFirstName}} <> Autobound"

Here's what it looks like inside of a campaign:

Snippet before and after conversion

Q: What data on job openings does Autobound track?

A: We provide the following information on job opening data, you can make rules based off of any of them.

  1. Job opening title

  2. Category

  3. Job opening URL

  4. Date first seen

  5. Date last seen

  6. Location

  7. Seniority

  8. Key Words

  9. Description

  10. Salary

  11. Contract type

  12. Website domain

Below, you can see how this user has 2,452 contacts that are associated to companies who have 1 or more roles open for and Account Executive or Account Manager.

Q: What types of technologies-used data does Autobound track?

A: We provide the following information on technology used data

  1. Website Domain

  2. Technology (roughly 5,000 unique technologies, including GitHub

    MySQL, AdRoll, Intercom, HubSpot, etc.)

  3. Date first seen

  4. Date last seen

  5. Categories (roughly 1,500, including "databases", "CRM", "marketing_automation", etc.)

Q: What types of shared connection data does Autobound track?

A: We provide the following information on shared connection data:

  1. Shared interest

  2. Shared University

  3. Shared previous employer

This data is very unique, in that it's on the individual contact level, rather than the account level.

Q: What types of other connection data does Autobound track?

A: We provide the following information on shared connection data:

  1. Primary company domain

  2. Primary company name

  3. Primary company ticker

  4. Connection type (includes: partner, vendor, investor, integration, other)

  5. Related company domain

  6. Related company name

  7. Related company ticker

  8. Date first seen

  9. Date last seen

  10. Source URL

  11. Source Category (e.g. "partner_page", "investor_page", "integration_page")

Q: Where does the 3rd party insight data come from?

A: Autobound collects these 3rd party insights through data partnerships and our own technologies.

Q: How do I select the 3rd party insights I want to track?

A: News events can be turned off/on on the "Triggers" page in Autobound (shown below). Currently, other 3rd party insights must be requested directly from Autobound, and will get created as logic sets.

Autobound's engine listens to these events as they occur, then pairs them with the personas and content on "Suggested Campaigns", in ready-to-send format.

Q: How can I verify the accuracy of a trigger?

A: Within a Suggested Campaign (based off of an 3rd party trigger), "Signal Information" provides you with all of the supporting data on the event-at-hand. Soon, you'll be able to incorporate numerous custom fields from the trigger itself (e.g. "product name", "funding amount in $", "competitor mentioned", etc) into Snippet Templates.

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