A sales team launched a Lindy agent that summarizes demo calls for HubSpot, drafts follow-ups, schedules calls and recommends proposals, saving 5+ hours a week.
A sales team launched a Lindy agent that summarizes demo calls for HubSpot, drafts follow-ups, schedules calls and recommends proposals, saving 5+ hours a week.
Interlaced's growth team, an IT and cybersecurity services firm, built one Lindy themselves with no engineers, helped by onboarding from Lindy. It turns demo calls into HubSpot-ready summaries and drafts follow-up emails with suggested next steps. It books client calls from calendar and CRM availability and recommends proposals from CRM context. It connects to Gmail, Slack, Google Calendar and HubSpot.
Interlaced reports saving more than 5 hours a week on CRM upkeep and follow-up. The first Lindy went live in under a week, with value by week two. The source gives no accuracy or error data.
The figures are self-reported by Interlaced and published by Lindy. The source doesn't say how much human review the drafted emails and proposals needed.
After each sales demo call recorded in [Zoom, Meet, or call recorder], have the agent summarize the call and log it in [my CRM]. Then draft a follow-up email to [prospect] covering the pain points and next steps discussed. Pause and show me the draft and any proposed meeting invite before sending anything. It's done when the summary is logged and the follow-up draft is ready for my review.
A Lindy agent researches YouTube ideas and scripts, and another emails a brief on discovery-call contacts 10 minutes before meetings; complex content stayed on Make.
An n8n WhatsApp agent asks leads for their name and email and automatically saves them to Google Sheets, shown in a demo.
An n8n agent handles customer WhatsApp messages, searches info, checks the calendar, logs to Sheets or Notion, and replies by WhatsApp and email.