AI Sales Automation Platform
Lead enrichment, AI outreach and HubSpot updates for a US SaaS accounting platform.
Key Details
| Challenge | A US SaaS accounting platform needed leads collected and enriched, then personalized outreach written back to the CRM. |
|---|---|
| Solution | Lead collection and enrichment, HubSpot sync, AI-personalized outreach, and automatic CRM updates and lead assignment. |
| Technologies | n8n, Zapier, HubSpot, Instantly, Gmail, Apollo, OpenAI API, Slack, Calendly, Airtable, AWS |
Technologies used
n8nZapierHubSpotInstantlyGmailApolloOpenAI APISlackCalendlyAirtableAWS
Client
The client is a fast-growing US SaaS accounting platform. The work automates how leads are collected, enriched and handed to the CRM.
Product screenshots
What we built
- Lead collection and enrichment with Apollo, Sales Navigator, Clay and ZeroBounce
- HubSpot sync
- AI-personalized outreach
- Automatic CRM updates and lead assignment
Engagement
Delivery is time and materials with 3 people — an AI engineer, a business analyst and QA — and is ongoing.
Project team: 3 (AI engineer, BA and QA). Duration: Ongoing. Model: Time & materials.