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Sales, Marketing & SupportAny

Run outbound sales workflows with Claude Code

Four workflows cover pre-call research, event attendee scraping, a daily hot-leads digest, and post-call CRM updates and follow-up drafts.

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Use case overview

Four workflows cover pre-call research, event attendee scraping, a daily hot-leads digest, and post-call CRM updates and follow-up drafts.

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Reported experience

  1. What they did

    Claude Code builds two workflows. A pre-call brief comes from three research agents, which a HubSpot meeting booking triggers and which post to Slack. An event scraper uses Firecrawl as an MCP server, takes a described schema, then enriches through Leadsforge into a Salesforge campaign. Claude co-work runs a 7:30 a.m. hot-leads digest and a post-call agent that updates whitelisted CRM fields and drafts follow-ups for AE review.

  2. How it went

    The author reports briefs in under 2 minutes versus 30-45, and event lists in 20-30 minutes versus 4-6 hours. One conference list booked five meetings. Post-call admin drops from 2.5 hours to 10 minutes a day. These are self-reported figures.

  3. Worth knowing

    The author says the digest and post-call agents took about a week to get right, since they depend on your CRM structure and scoring rules. Start with read-only access.

Example prompts

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Help me with sales prep. Before my call with [person and company] on [date], research the company, the person's background and recent news, and give me a one-page brief with three talking points. After the call, I'll paste my notes: turn them into CRM update text and a follow-up email draft. Don't send the email or change the CRM until I've reviewed it.

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