Integrations · CRM & sales
Apollo, worked by your AI teammate.
Prospects that match a client's segment, enriched and researched, staged in a sheet with an opener for each. You cut the weak fits before anything is sent.
ApolloYour AI teammate builds and enriches prospect lists.
HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Searches for prospects by segment
- Enriches contacts with verified details
- Researches each one and writes the opener
- Stages the list for review
- Adds approved contacts to sequences
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Does it send the outreach?
Not until you say a sequence no longer needs sign-off. Drafts are staged for a person.
Whose credits does it use?
The account connected to the room: the firm's, or the client's own, placed with that client only.
Related tools, and how a connection stays in its room.
HubSpot
Your AI teammate keeps the CRM honest and reports the pipeline.
Read more
Salesforce
Your AI teammate reads and updates Salesforce for each client.
Read more
Your AI teammate drafts posts and researches people on LinkedIn.
Read more
Client-facing
In your client's channel, under your brand.
Read more
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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