Sales
Lead-to-Close Pipeline
Turn every lead into a closed deal, automatically.
Manage your full sales cycle with AI-scored leads, automated follow-ups, and stage progression tracking in one flow. Increase close rates without adding headcount to your sales team.
Best forConsultingFinancial ServicesProfessional ServicesSaaS
Agents4 required
Duration3-5 minutes
Scores incoming leads, monitors pipeline progression, drafts personalized follow-ups, and forecasts close probability.
How it runs
Multi-agent orchestration — here's the flow, step by step.
01
Pull all active pipeline deals
crm scanner02
Score and rank leads
lead scorer03
Generate stage-by-stage actions
pipeline strategist04
Draft follow-up messages
outreach personalizerRequired Agents
4- crm-scanner
- lead-scorer
- pipeline-strategist
- outreach-personalizer
Connections
Required
hubspot
What it does
- Lead scoring with ICP fit
- Pipeline health assessment
- Personalized follow-up drafts
- Stage progression tracking
- Stale deal detection
Example prompt
Review my full sales pipeline. For each deal, suggest the next best action. Flag deals that are [stale for 14+ days / missing next steps / at risk]. Prioritize by [deal size / close date / win probability]. Include a pipeline health summary.
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