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Sales

Lead scoring, outbound research, follow-ups and CRM hygiene handled by agents.

3 use cases

3 use cases

Sales · Beginner
  1. Form submit
  2. Fetch company site
  3. Claude scores fit

Auto-qualify inbound leads before a rep sees them

Score every demo request against your ICP, update HubSpot and ping the right rep in Slack within a minute of the form submit.

n8n · Claude · HubSpot · Slack
Sales · Intermediate
  1. Meeting in 60 min
  2. Perplexity research
  3. Claude writes brief

Build a pre-call brief for every discovery meeting

An hour before each discovery call, get a one-page brief on the account, the attendee and recent news, saved to Salesforce.

Make · Perplexity · Claude · Salesforce
Sales · Beginner
  1. Inquiry email
  2. Match the listing
  3. ChatGPT drafts reply

Reply to property inquiries within five minutes

Portal and website inquiries get a personal reply with listing details and viewing slots in minutes, and every lead lands in one Sheet.

Zapier · Gmail · ChatGPT · Google Sheets