What does sales automation cover?

We start with the leads you already get: form fills, inbound email and demo requests. The agent answers each one, scores it and books the call with the right rep. For outbound that starts from buying signals, see our GTM automation.

What happens to our CRM data?

The agent checks every new lead against your existing contacts and accounts before it writes anything. Keep HubSpot clean with CRM automation that merges duplicates and fills empty fields every night.

How much of my team's time does it take?

A 30-minute call for your free automation plan, then a few short reviews of scoring rules and email drafts during the 3-day pilot. After launch, your reps approve drafts in Slack as they come in, and the sales automation handles the rest.

What happens when the AI scores a lead wrong?

A rep approves every first email, so a bad score or a weak draft stops in Slack. When a rep corrects one, we adjust the scoring rules and check the change in the run log.

How does pricing work?

The 3-day pilot has a fixed price, agreed after your free automation plan and before we start. Run and improve is a monthly fee for monitoring, fixes and new automations.

Sales automation for Canadian HubSpot and Salesforce teams

Sales automation answers, scores and routes every new lead in HubSpot or Salesforce within minutes. No lead waits hours for a reply while a competitor answers first.

Get a free automation plan See it run

Works with

~7xas likely to qualify a web lead when a firm tried to reach it within an hour, vs a firm that waited even an hour longer (US study, 2011)Source: Harvard Business Review, 2011

Watch sales automation take a lead from form fill to booked call

Automations/Lead qualificationLive

Lead qualificationWhen HubSpot

New form submission

6Steps4Tools

Run #5,034 · started just nowRunning · 0/6

HubSpotTriggeredNew form submission
HubSpotRead the new contactMaya Chen · Harbourline Logistics
ClayEnrich company142 employees · Vancouver, BC · Series B
LinkedInCheck the buyer's roleVP Operations, joined 8 months ago
ClaudeScore against your ICPGrade A · 86/100 · fleet size matches
HubSpotRoute to the territory ownerAssigned to Priya S. · West
SlackAlert #inbound-leadsPosted with a booking link

AI lead generation and qualification inside your CRM

Lead qualification the moment a lead arrives

A new form fill is enriched with Clay, scored against your ideal customer and routed to the right rep in Salesforce or HubSpot. Reply in minutes with our speed to lead setup, which puts a booking link in the first reply.

Maya ChenVP Operations · Harbourline Logistics86A

142 employees Clay

Vancouver, BC Clay

Series B

Fleet of 60

Routed toPriya S. · West Slack

Built inside the sales tools you already pay for

We connect HubSpot or Salesforce, Gmail, Calendly, LinkedIn and Clay, with the least access each step needs. AI lead qualification reads the same records your reps see, so every score points back to a field in your CRM.

Your reps approve every email the AI SDR drafts

The agent drafts the first reply in Gmail or Outlook and posts it to Slack with the lead's score and company details. Your rep approves, edits or rejects it there, and nothing reaches the lead until they do.

#paid-media

The Automation CompanyAPP9:41 AM

Your Search campaign for spring roof repair in Calgary is ready. Want me to publish it?

Budget$3,200 / monthAd groups8 · 46 keywordsHeadlines15 per groupStartsPaused until you say

ApproveEditReject

Pick the model for each step

Scoring can run on a small, fast model and reply drafts on Claude or GPT-5.5. You choose the model for each step and can switch providers later without rebuilding the workflow.

Multiple models

Filter models…

Claude
OpenAI
Gemini
Cohere
Your own model

Filter models…Auto

Claude Opus 5.5
Claude Sonnet 5
Claude Haiku 4.5

See every lead the agent touched

Each run is logged with the lead, the score, the owner it went to and how long it took. We watch the log, fix failed syncs, tune model costs each month and add the next sales automation when you're ready.

RunsToday

HubSpotQualify inbound leadsRunningMaya Chen · 16s
SalesforceNightly CRM cleanupCompleted1,398 fields · 41s+1,398
QuickBooksMatch supplier invoicesNeeds approvalINV-20931 · $13,104
ZendeskTriage new ticketsCompleted38 tickets · 2m 04s38 closed
ShopifySync Shopify ordersRetryingRate limited, retry 2 of 3

Sales automation use cases

All use cases

Sales automation questions

Get your first sales automation live in 3 days

Book a 30-minute call. Within 3 business days you get a written plan with your top 3 automations, the tools each one connects and what the first one takes to build.

Get a free automation plan Take the AI readiness assessment