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Workflow automationSales · Lead generation

Turning a stale lead list into a self-running outreach engine

New leads are enriched, synced to the CRM and followed up with personalized AI-drafted emails until they reply.

7-stepfollow-up that stops on reply
0duplicate CRM contacts by design
Every leadvalidated and enriched before CRM sync

The challenge

Lead data went stale quickly and manual follow-ups were inconsistent, so good leads fell through the cracks.

What we built

  • Every new lead is validated and enriched through Apollo and Clay.
  • Clean records are created or updated in HubSpot, avoiding duplicates.
  • AI drafts personalized outreach sent from the rep's own inbox.
  • A 7-step follow-up sequence stops automatically the moment a lead replies.

Results

  • Higher CRM data accuracy
  • More targeted, timely outreach
  • Less manual follow-up work
How it works

Step by step.

01

Capture

A form submission or CRM webhook starts the flow.

02

Enrich

Contact data is validated and enriched.

03

Sync

A clean record is created or updated in the CRM.

04

Personalize

AI drafts tailored outreach.

05

Follow up

An automatic sequence runs until the lead replies.

Similar challenge?

Let's see what this could look like for you.

Tell us about your process and systems. We'll outline an approach, the guardrails it needs and a pilot plan.

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