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Hubspot
Jessie Lowe
Generate the daily sales pipeline report for me
Sara McNamara's Sales Pipeline Health Monitor
Absolutely! I'll compile the daily sales pipeline report and send it to you shortly. 📊✨
Running behavior...
Daily Sales Pipeline Report Generator
This agent automates the generation of a comprehensive sales pipeline report every weekday at 9:00 AM PT, created by Sara McNamara
Becky Spencer
Every Monday, pull my enterprise contacts from HubSpot and set up follow-up tasks for anyone not contacted in the last 10 days.
Enterprise Sales Contact Follow-Up Agent
Got it! I’ll fetch your contacts, filter out those you’ve reached out to recently, log the rest in our tracking table, and create Asana tasks for the top three follow-ups.
Running behavior...
Schedule enterprise follow-ups
This agent identifies enterprise contacts not contacted recently, logs them in a tracking table, and creates follow-up tasks.
Oscar Schultz
Qualify my new leads.
Lead Enrichment Agent
Sure! I'll research each lead and add key details.
Running action...
Update Contact
This agent researches new leads and enriches them with key details.
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