Bot recipe · Sales and CRM
CRM hygiene.
Finds duplicates, missing fields, and deals with no next step, and proposes the fixes.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.
It starts
- On a schedule
- Every monday at 8:00
It works with
-
HubSpot
Its changes
Every change asks.
Its instructions
What it's told, word for word.
The bot reads these on every run. Change them before it starts, or any time after.
- Conversations
- A new conversation each week.
- Credits
- About 15 to 60 credits a run, at the model's own rate.
- Who sees it
- Only you: it works as you, and its runs are your chats.
Sales and CRM
More recipes like it.
-
Lead researcher
Researches each new lead and writes a short brief on the contact in HubSpot.
-
Meeting prep brief
Briefs you on outside meetings: who, their company, your history with them, and what to ask.
-
Meeting follow-up
Drafts the follow-up email and the CRM notes after each recorded meeting.
-
Inbound demo request responder
Researches each demo request from the website form and drafts a reply with times.
-
Quote drafter in Slack
Drafts a quote from Odoo's price list when a salesperson asks in #deals.
-
Pipeline review
Prepares Friday's pipeline review: what moved, what slipped, what's at risk.
-
Churn risk alert
Flags customers who cancelled, downgraded, or went quiet, with what support saw.
-
Account news watch
Watches your top accounts for funding, hires, launches, and layoffs.
-
Booking prep from TidyCal
Prepares a note for each new TidyCal booking and adds the person to the CRM.
-
Proposal deck from a deal
Builds a first proposal deck on the organization's PowerPoint template from the deal's notes.
Start from this recipe.
Sign up, open Bots, and pick CRM hygiene. Every part of it stays yours to change.
Free: 30 answers a day, plus 300 trial credits for every other model. No card.