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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

An AI sales agent that handles prospect research, outreach drafting, and pipeline management in one prompt.

An AI agent for HubSpot that enriches contacts, scores deals, cleans CRM data, and generates pipeline reports.