Sales · Automation
AI lead agent with HubSpot integration
An AI agent researches suitable companies, structures relevant information and automatically transfers qualified leads into HubSpot.
Starting point and challenge
A sales team researches potential new customers manually, checks websites and then transfers suitable leads into HubSpot. The process takes a lot of time and is hard to scale.
Solution and approach
We developed an AI agent that researches suitable companies according to defined criteria, prepares relevant information in a structured way and automatically creates qualified leads in HubSpot. Together with the team, search criteria, scoring and the handover process are defined.
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