Sales

AI Agents That Actually Help You Sell

Stop spending hours on research. Let AI agents find leads, enrich data, and prep you for every meeting.

Sales Prompts

Ready-to-use prompt templates for sales workflows

Easy

Pre-Meeting Research

Research prospects before meetings. Get their background, career history, and recent LinkedIn posts.

5 min setup
30 min/prospect saved
Google Search
Apollo
LinkedIn
Easy

Find Decision Maker

Find the right person to talk to at any company. Search by team or role and get a complete profile.

2 min setup
20 min/search saved
Google Search
Apollo
LinkedIn
Easy

Company Growth Analyzer

Analyze whether a company is growing, identify their competitors, and see who is winning.

5 min setup
1-2 hrs/company saved
Google Search
SimilarWeb
LinkedIn
Medium

Lead Enricher & Qualifier

Qualify leads with BANT/MEDDPICC analysis and sync to your CRM with structured data.

10 min setup
30 min/lead saved
Apollo
Attio
Medium

Attio Call Intelligence Analyzer

Analyze Attio call transcripts for buying signals, objections, competitor mentions, and action items. Update records automatically.

10 min setup
25 min/call saved
Attio
Medium

Attio Account Review Prep

Prepare for account reviews by pulling records, notes, call transcripts, and interactions from Attio into a pre-meeting brief.

10 min setup
30 min/meeting saved
Attio
Medium

Attio Smart List Builder

Build targeted lists in Attio using natural language. Discover your schema, query records by criteria, and add entries to lists automatically.

10 min setup
1 hr/list saved
Attio
Easy

Pre-Meeting Research → Notion

Research meeting attendees via email using Apollo and LinkedIn, then create a Notion brief.

10 min setup
30 min/meeting saved
Google Search
Apollo
LinkedIn
Notion
Medium

LinkedIn Outreach Builder

Find prospects with Apollo, enrich with LinkedIn activity, and add to campaigns with personalization.

10 min setup
2-3 hrs/campaign saved
Apollo
LinkedIn
HeyReach
Medium

Call Insights Analyzer

Analyze call transcripts for objections, buying signals, and competitor mentions.

15 min setup
30 min/call saved
Gong
Medium

Salesforce Data Cleaner

Audit accounts to verify champions are still employed, update stale data, and flag at-risk accounts.

15 min setup
3-4 hrs/audit saved
Salesforce
Apollo
LinkedIn
Medium

Salesforce Bulk Lead Importer

Import leads from enrichment pipelines, CSV lists, or event attendees into Salesforce in bulk. Check for duplicates first, then create new leads with full field mapping.

10 min setup
2-3 hrs/import saved
Salesforce
Medium

Salesforce Account Enrichment

Enrich Salesforce accounts and contacts with external data from Apollo and LinkedIn. Update industry, employee count, revenue, and more automatically.

10 min setup
1-2 hrs/week saved
Salesforce
Apollo
LinkedIn
Advanced

Salesforce Deal Intelligence

Enrich open deals with external intelligence. Research accounts via Apollo and LinkedIn, identify buying signals, and update opportunities with notes and next steps.

15 min setup
3-4 hrs/week saved
Salesforce
Apollo
LinkedIn
Medium

Leadership Priorities Finder

Find a company's leaders and analyze their podcast appearances to understand strategic priorities.

5 min setup
2-3 hrs/company saved
Google Search
Apollo
YouTube Transcript
Easy

Local Business Contact Finder

Find phone numbers, emails, and customer insights for local businesses using Google Maps.

5 min setup
30 min/business saved
Google Maps
Easy

AI Sales Prospecting Agent

Research any prospect in seconds. Get talking points, pain points, and personalized outreach angles.

5 min setup
20 min/prospect saved
Google Search
Apollo
LinkedIn
N
Easy

Email Finder & Reverse Lookup

Find anyone's email or look up who an email belongs to. Get full LinkedIn profiles and contact info.

2 min setup
10 min/lookup saved
Google Search
Apollo
LinkedIn
Easy

LinkedIn Person Finder

Find anyone on LinkedIn. Get their profile, career history, and recent posts from a name and company.

2 min setup
10 min/lookup saved
Google Search
Apollo
LinkedIn
Easy

LinkedIn Company Research

Deep-dive company research for sales prep. Pull company overview, recent posts, and insights to get a complete picture before outreach.

5 min setup
15 min/company saved
LinkedIn
Medium

LinkedIn Job Market Scanner

Scan LinkedIn job postings for buying signals. Track open roles at target accounts to time your outreach when companies are actively hiring.

10 min setup
1-2 hrs/week saved
LinkedIn
Easy

Lead Enrichment Agent

Enrich your leads with LinkedIn profiles, company data, and contact info. Turn a name into a full profile.

5 min setup
15 min/lead saved
Google Search
Apollo
LinkedIn
Easy

Outbound Sales Automation Agent

Scale your outbound without hiring. Research accounts, find decision makers, and generate personalized outreach.

5 min setup
30 min/account saved
Google Search
Apollo
LinkedIn
N
Easy

Hunter Contact Finder

Find anyone's verified email address from their name and company. Cross-reference with LinkedIn for a complete contact profile.

2 min setup
15 min/contact saved
Hunter
LinkedIn
Google Search
Easy

Email List Verifier & Cleaner

Verify and clean your email list before outreach. Check deliverability, detect disposable addresses, and reduce bounce rates.

1 min setup
30 min/list saved
Hunter
Easy

Hunter Domain Prospector

Find and verify email contacts at any target company. Get a prioritized outreach list filtered by department and seniority.

2 min setup
20 min/company saved
Hunter
Google Search
Medium

Calendly Meeting Prep Agent

Automatically research upcoming Calendly meeting invitees. Get LinkedIn profiles, company data, and talking points before every call.

10 min setup
20 min/meeting saved
Calendly
Apollo
LinkedIn
Medium

Calendly Invitee Enrichment

Turn your Calendly booking list into a qualified lead database. Enrich every invitee with company data and export to Google Sheets.

10 min setup
1-2 hrs/week saved
Calendly
Apollo
Google Sheets
Medium

Calendly Event Type Performance Analyzer

Analyze which Calendly event types get booked most, have the lowest cancellation rates, and attract the most engaged invitees. Use data to optimize your meeting offerings.

10 min setup
1 hr/month saved
Calendly
Medium

Calendly Booking Conversion Tracker

Track how your Calendly bookings convert over time. See which event types, days, and time slots produce the most completed meetings versus cancellations.

10 min setup
1-2 hrs/month saved
Calendly
Advanced

Auto-Generate Sales Deck from CRM

Pull deal and contact data from HubSpot, research the prospect, and generate a personalized Google Slides presentation for your next call.

10 min setup
2 hrs/deck saved
HubSpot
Google Search
Google Slides
Medium

Shopify Draft Order Creator

Create Shopify draft orders from a conversation. Look up products, build the order, and send the invoice without touching the admin panel.

10 min setup
15 min/order saved
Shopify
Medium

Airtable to CRM Sync

Sync contacts and deals between Airtable and your CRM. Deduplicates, maps fields, and keeps both systems current.

10 min setup
1 hr/sync saved
Airtable
HubSpot
Medium

Airtable Lead Enrichment

Enrich Airtable leads with Apollo and LinkedIn data. Fills in missing titles, companies, and contact details automatically.

10 min setup
2 hrs/batch saved
Airtable
Apollo
LinkedIn
Medium

SmartLead Apollo Campaign Builder

Find leads with Apollo, build personalized email sequences, and launch SmartLead campaigns automatically.

15 min setup
2-3 hrs/campaign saved
SmartLead
Apollo
LinkedIn
Easy

SmartLead Campaign Performance Tracker

Analyze SmartLead campaign performance, identify winning sequences, and export engagement reports to Google Sheets.

10 min setup
1-2 hrs/week saved
SmartLead
Google Sheets
Medium

SmartLead Salesforce Lead Sync

Sync SmartLead campaign engagement data back to Salesforce. Update lead statuses, log email activity, and flag hot prospects.

15 min setup
3-4 hrs/week saved
SmartLead
Salesforce
LinkedIn
Easy

SmartLead Campaign Activator

Monitor SmartLead campaigns and automatically pause underperformers or activate ready campaigns based on real-time analytics.

5 min setup
30 min/week saved
SmartLead
Medium

SmartLead Lead Cleanup Manager

Find bounced and unsubscribed leads across SmartLead campaigns and add bad domains to the global block list to protect deliverability.

10 min setup
1-2 hrs/week saved
SmartLead
Easy

Instantly LinkedIn Personalized Sequences

Research prospects on LinkedIn, craft personalized cold emails, and load them into Instantly campaigns automatically.

10 min setup
3-4 hrs/campaign saved
Instantly
LinkedIn
Easy

Instantly Apollo Cold Outreach Agent

Find prospects with Apollo, enrich their data, and push them into Instantly campaigns with personalized first lines.

10 min setup
2-3 hrs/campaign saved
Instantly
Apollo
LinkedIn
Easy

Instantly Campaign Performance Tracker

Pull Instantly campaign analytics, compare open and reply rates across sequences, and get recommendations to improve performance.

10 min setup
1-2 hrs/week saved
Instantly
Google Sheets
Easy

Instantly Lead Quality Auditor

Audit Instantly lead lists for missing data, duplicates, and bounce risks before they hurt your sender reputation.

5 min setup
1-2 hrs/week saved
Instantly
Medium

Instantly Daily Campaign Digest

Get a daily digest of all Instantly campaign performance with trend analysis, anomaly detection, and step-level engagement breakdowns.

10 min setup
30 min/day saved
Instantly
Easy

HubSpot Contact Enrichment

Enrich HubSpot contacts with Apollo and LinkedIn data to fill missing fields.

10 min setup
1-2 hours per batch saved
HubSpot
Medium

HubSpot Deal Pipeline Reviewer

Audit your HubSpot pipeline for stalled deals and export a health report.

10 min setup
2-3 hours per report saved
HubSpot
Medium

HubSpot Lead Scoring Report

Score and rank HubSpot leads using company funding and enrichment data.

10 min setup
1-2 hours per report saved
HubSpot
Medium

Apollo to HubSpot Pipeline Builder

Find ICP matches in Apollo and auto-create HubSpot contacts and deals.

15 min setup
3-4 hours per batch saved
HubSpot
Apollo
Easy

Apollo Company Research

Research target companies before outreach. Search by industry, size, or keywords and enrich with full company data including tech stack, revenue, and funding history.

5 min setup
15 min/company saved
Apollo
Medium

HubSpot Contact Engagement Analyzer

Analyze contact communication history to identify engagement patterns, prioritize follow-ups, and surface contacts going cold.

10 min setup
1 hour per day saved
HubSpot
Medium

HubSpot Deal-Contact Association Mapper

Map all deal-to-contact relationships, identify deals missing key stakeholders, and audit account coverage across the pipeline.

10 min setup
2 hours per week saved
HubSpot
Medium

HubSpot Notes Intelligence

Scan internal notes across deals and contacts to extract decisions, blockers, and commitments buried in free-text notes.

10 min setup
45 min per day saved
HubSpot
Medium

HubSpot Inbound Deal Creator

Monitor contact communications for buying signals and automatically create deals in the right pipeline with context from the conversation.

10 min setup
30 min per day saved
HubSpot
Medium

HubSpot Pipeline Stage Monitor

Generate a pipeline health report with stage distribution, deal velocity, conversion rates, and stalled deal alerts.

10 min setup
2 hours per week saved
HubSpot
Easy

Pipedrive Contact Enrichment

Enrich Pipedrive contacts with Apollo and LinkedIn data to fill in missing job titles, phone numbers, and company details automatically.

10 min setup
1-2 hours per batch saved
P
Medium

Pipedrive Deal Pipeline Tracker

Pull deals from every Pipedrive pipeline stage, calculate conversion rates and weighted revenue, and export a full pipeline report to Google Sheets.

10 min setup
2-3 hours per report saved
P
Medium

Pipedrive Deal Alerts to Slack

Scan Pipedrive for stale deals, missing close dates, and big deal movements, then post a formatted summary to Slack.

10 min setup
30 min/day saved
P
Medium

Pipedrive Deal Stage Automation

Automatically review deals for stage progression criteria, update stages, and log notes explaining why deals were moved.

10 min setup
1-2 hours per week saved
P
Easy

Pipedrive Lead Import & Enrichment

Search for existing contacts to prevent duplicates, create new persons with organization links, and auto-create deals for qualified leads.

5 min setup
30 min/batch saved
P
Medium

Pipedrive Activity-Based Lead Scoring

Score leads by analyzing their activity history, email engagement, and deal progression to prioritize follow-ups.

10 min setup
45 min/day saved
P
Medium

Pipedrive Email Context Builder

Read email conversations linked to deals or contacts, extract key context, and log structured summaries as notes for quick reference.

10 min setup
20 min/day saved
P
Medium

Pipedrive Pipeline Health Report

Generate a comprehensive pipeline health report with stage distribution, deal velocity, stalled deals, and revenue forecasts.

10 min setup
2 hours per week saved
P
Medium

Close Lead Qualification Agent

Pull lead details, activity history, and contact information from Close to score and prioritize your highest-value prospects.

10 min setup
30 min/day saved
Close
Medium

Close Pipeline Health Monitor

Scan your Close pipeline for stale deals, missing follow-ups, and stuck opportunities, then surface the ones that need attention.

10 min setup
1 hr/day saved
Close
Easy

Close Sales Activity Tracker

Aggregate call, email, and note activity from Close to give managers visibility into rep performance and coaching opportunities.

5 min setup
45 min/day saved
Close
Medium

Close Lead Follow-Up Automator

Find leads in Close that are overdue for follow-up, draft next-step notes, and create tasks so nothing falls through the cracks.

10 min setup
1 hr/day saved
Close
Easy

Close Contact & Deal Manager

Search contacts, create opportunities, and update deal stages in Close without switching between tabs or losing context.

5 min setup
20 min/deal saved
Close
Medium

Fireflies Sales Call Analyzer

Analyze sales call transcripts from Fireflies for objection patterns, competitive mentions, and talk-time ratios to improve rep performance.

10 min setup
1 hr/week saved
F
Medium

Fireflies Soundbite Library Builder

Build a searchable library of key moments from sales calls — objection handling, product demos, closing techniques — using Fireflies soundbites.

10 min setup
1 hr/week saved
F
Medium

Slack Deal Room Monitor

Search deal room channels for recent activity, surface unanswered questions, and post deal status summaries to keep reps and leadership aligned.

10 min setup
30 min/day saved
Slack
Medium

Notion Account Plan Builder

Build detailed account plans in Notion without the manual data gathering. Pull together company context, stakeholder maps, and expansion opportunities.

10 min setup
2-3 hrs/account saved
Notion
Medium

Google Ads Lead Quality Analyzer

Find which Google Ads campaigns, ad groups, and keywords produce leads that actually close. Shift budget toward what drives revenue.

10 min setup
2-3 hrs/week saved
Google Ads

WHAT ARE YOU WAITING FOR?

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Stop writing playbooks no one follows.

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Cotera: For people who think busywork is boring.

"This is the best product ever when it comes to shipping. Ten on ten recommended. I just can't wait to see what happens with this product."

Rebecca Blount

Director, Customer Success