AI & automation for Sales teams.
Deals stall in the gap between systems - a lead sits in the CRM while the rep works from memory, or pipeline data lives in a dashboard nobody has time to rebuild. We connect the tools so leads route themselves and the pipeline stays current without a manual pull.
Where it hurts
3 pains- Leads sit in the CRM until someone happens to check it
- Pipeline dashboards rebuilt by hand before every review
- Deals stall for weeks before anyone notices the gap
What changes
3 outcomes- Route new leadsNew leads route to the right owner and channel the moment they arrive
- Keep the pipeline currentPipeline views reflect the CRM as it changes, not last week's export
- Surface stalled dealsStalled deals surface on a schedule, not at the next pipeline review
Recipes built for sales teams
4 recipesRoute new HubSpot leads to Slack in real time
New leads land in the CRM but the team finds out hours later, so first response is slow and warm leads cool off.
New lead created in HubSpot → Lead scored and owner matched → Formatted alert posted to the right Slack channel → Owner tagged for first response
Respond to GoHighLevel leads instantly with an AI first-touch
New leads sit until someone is free to reply, and by then the enquiry has often gone cold or gone to a competitor.
New lead submitted in GoHighLevel → Reply drafted from the enquiry details → First-touch message sent within the same conversation → Lead handed to the owner with the exchange already logged
Sync Salesforce opportunities to a Sheets dashboard
Leadership wants a pipeline view they can skim without opening Salesforce, but the sheet someone maintains is always a week behind.
Opportunity created or updated in Salesforce → Record synced to the dashboard sheet → Stage and value totals recalculated
Alert on stalled HubSpot deals in Slack
Deals sit in the same stage for weeks without anyone noticing until a pipeline review surfaces them, by which point momentum is gone.
Scheduled check scans deals against a stalled-stage threshold → Stalled deals matched to owner and channel → Alert posted to Slack with the deal's detail
See the full recipe library or browse our services.
Industries we do this for
2 sectorsContinues · Book a consultation
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