New lead researcher
Research, enrich, and route every new lead before it goes cold.
- Uses
- SlackGoogle SheetsHubSpotApolloLinkedIn
- Delivers
- Enriched lead summary, HubSpot note, fit reason, and recommended next action.
Recipes
Sales recipe
Sales call tracker
Turn call transcripts into HubSpot-ready outcomes, next steps, and sales coaching signals.
Description
Sales call tracker is for Sales, RevOps, and Founder teams that need to turn call transcripts into HubSpot-ready outcomes, next steps, and sales coaching signals.
Luffy checks
Fathom, Granola, Google Calendar, HubSpot, Google Sheets, Slack, or custom apps you set up.
Delivers
Call log, updated tracker, objections, next steps, and daily digest.
Approval boundary
Summaries are read-only; HubSpot writes need explicit setup.
Setup
Connect meeting recorder and define sales-call fields.
People also use
Related recipes
These pair with sales call tracker when the same team needs adjacent work to run through Luffy.
Pipeline risk auditor
Find stale deals, missing next steps, renewal risk, and forecast drift before review.
- Uses
- HubSpotSalesforceGoogle CalendarGmailSlack
- Delivers
- Ranked risk list with suggested follow-ups and owner actions.
Sales leaderboard
Make rep activity, call volume, conversion, and stale follow-ups visible every week.
- Uses
- HubSpotSalesforceFathomGoogle CalendarGoogle Sheets
- Delivers
- Leaderboard with wins, risks, stale deals, and coaching prompts.
LinkedIn prospecting campaign
Build a target-account list, find contacts, draft outreach, and route qualified leads.
- Uses
- LinkedInApolloHubSpotGoogle Sheets
- Delivers
- Prospect list, enrichment notes, outreach drafts, and HubSpot-ready handoff.