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Workflows is an account-wide add-on at $15 per month, with the first 30 days free. It unlocks playbooks and event tokens: the moment a visitor is identified, Squid ID can add them to your Instantly or HeyReach campaigns, hand off from email to LinkedIn, and stop the campaigns they’re in when they convert. Your tools do the sending, so it is a flat monthly rate. You turn it on in Settings → Add-ons.

If you’re coming from RB2B

RB2B identifies visitors and hands them to your other tools. Squid ID drives the outreach itself and stops it when they convert.
RB2BSquid ID
Outreach on a visitHanded to tools you wire up yourselfAdds the person to your Instantly / HeyReach campaigns
Across toolsNot providedHand off email to LinkedIn in one playbook
Stop on convertNot providedPulls the person out of every campaign they’re in
Trigger from your appNot providedPost an event to start or stop a playbook
PricingNot applicableFlat $15/month, first 30 days free

Why this matters. A visit alert tells your team someone showed up. Workflows takes the next step for you and, just as important, stops when the person converts, so you never keep chasing someone who already became a customer.

What’s included

  • Playbooks across Instantly and HeyReach, triggered by a match, an ICP match, a high-intent page, or an event you send.
  • Event tokens so your own app events (a signup, a trial start) can start or stop a playbook, up to a generous monthly allowance.
  • Stop on convert so a single signal suppresses the campaigns a person is in.

Pricing

Flat $15 per month, account-wide, with the first 30 days free. Cancel anytime before the trial ends and you are not charged. The one usage cost is LinkedIn enrichment, drawn from your prepaid credits at your match rate, and only when we find a LinkedIn for someone you don’t already have one for.

Getting started

1

Enable Workflows in Add-ons

Go to Settings → Add-ons and start your free trial. It requires a card so it can bill after the trial; nothing is charged for 30 days.
2

Build a playbook

In Settings → Workflows, pick a scenario, add your action, and connect your Instantly or HeyReach key. See Workflows.
3

Turn it on

Flip the toggle. Squid ID tells you exactly what to finish if anything isn’t ready.