Email engagement follow-up
Notice opens, clicks, and quiet prospects, then draft a timely next touch.
- Uses
- GmailHubSpotMailchimpCustomer.ioGoogle Calendar
- Delivers
- Prioritized follow-up queue with message drafts and reason codes.
Recipes
Sales recipe
Sales qualification agent
Qualify inbound leads, ask missing questions, and book the right next step.
Description
Sales qualification agent is for Sales and RevOps teams that need to qualify inbound leads, ask missing questions, and book the right next step.
Luffy checks
Tally, HubSpot, Slack, Google Calendar, Gmail, or custom apps you set up.
Delivers
Qualification summary, routed owner, booked slot draft, and HubSpot update.
Approval boundary
External replies and booking changes require approval.
Setup
Define qualification questions and routing rules.
People also use
Related recipes
These pair with sales qualification agent when the same team needs adjacent work to run through Luffy.
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.
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 call tracker
Turn call transcripts into HubSpot-ready outcomes, next steps, and sales coaching signals.
- Uses
- FathomGranolaGoogle CalendarHubSpotGoogle SheetsSlack
- Delivers
- Call log, updated tracker, objections, next steps, and daily digest.
