Sales · Workflow
A research brief for every new lead
When a lead lands in the CRM, a brief on the company and the person is waiting in your team channel.
Template: Lead Research Brief. It is waiting in your workspace after you sign up.
The problem
Good first calls need ten minutes of research per lead, and there is never time for it.
Where a person decides
This one only reads, sorts and drafts. Anything that sends or changes something still asks first, unless you allow it.
What you need
- Forms and webhooks start workflows on every plan.
- Works with
HubSpot
Pipedrive
Microsoft Teams - Each run shows its price in euros before it runs, and is paid from your workspace balance.
Start
New lead comes in
A form on your website, or a webhook from your CRM
Agent
Research agent
Company size, what they do, recent news, likely fit
Action · HubSpot
Adds the brief to the contact
Creates or updates the contact
Action · Microsoft Teams
Posts it to the team
With who should call and why
How it runs, the way the workflow canvas shows it.
More jobs like this
Follow up after every sales call
From your notes, the agent writes the follow-up email and updates the deal in your CRM.
ManagementThe weekly report that writes itself
Every Friday the numbers are collected, summarised and sent as a document to the team.
OperationsOne workflow that calls your agents
A new order starts one workflow. It hands the work to three agents, each doing its own job.