Deep dive · Sales

Automate Your Sales Pipeline

Every inbound lead captured, enriched, qualified against your own rules, written to your CRM, and booked — with the message to the customer still going out on a human click.

All solutions
Human approval built inOwnership definedWritten build scope
Operating direction
Defined stepsRepeating work moves inside explicit rules and approvals
The exact scope, controls, providers, and operating costs are defined before development begins.

Seamlessly integrates with

  • HubSpotCRM records, deal stages, and approval queues
  • SalesforceCRM records and pipeline sync for larger teams
  • SlackWhere the system asks a human to approve or edit
  • GmailInbound capture and outbound drafts held for review
  • QuickBooksWhere processed invoices land, already coded
  • WhatsAppBusiness API for customer conversations
  • n8nThe workflow layer you own outright
  • AlbatoUniversal MCP access to the long tail of apps
  • MakeAlternative workflow runtime where it fits better
The workflow

Every step visible. The important decision stays human

The system moves routine work forward and stops at the exact moment judgement, policy, or customer trust requires a person.

  1. 01

    Capture

    Form, inbox, ad, or chat — every inbound lead lands in one place instead of four.

  2. 02

    Enrich

    Company size, role, and context attached before anyone opens the record.

  3. 03

    Qualify

    Scored against the rules you already use, not a vendor default.

  4. 04

    Write to CRM

    Contact, deal, stage, and owner created in HubSpot or Salesforce.

  5. Approve & send

    You decide

    The rep reads the drafted reply, edits if needed, and sends it.

  6. 06

    Book

    Calendar link handled, meeting written back to the deal record.

HubSpot · Deal DL-2481Draft
To
dana@northsidedental.com
Subject
Re: Website enquiry — 3 locations

Hi Dana, Thanks for getting in touch. You mentioned three locations and front desk staff spending most of the morning on scheduling calls. That is the exact case we handle first: intake in one place, routing by location, confirmations sent automatically. Worth 20 minutes on Thursday?

Written from
  • Form submission
  • Company size: 3 locations
  • Pages viewed: Pricing, Support
  • Prior email thread
Before / after

The operating change in plain language

Now
  • Leads arrive across a form, two inboxes, and a phone
  • First reply lands the next business day, sometimes later
  • Qualification depends on who happened to pick it up
  • CRM is updated on Friday, from memory
With a system
  • One intake path, every source, timestamped
  • Draft reply ready in minutes, sent by a person
  • Same qualification rules applied every time
  • CRM is the record, updated as it happens
What is delivered

A complete sales workflow, ready to run

One intake path for every inbound source you use

Enrichment and qualification against rules you approve

HubSpot or Salesforce connected through scoped OAuth

Drafted replies queued for a rep to review and send

Meeting booking written back to the deal record

Failure alerting, so a broken form is noticed by us first

Commercial frame

Scope, controls, and operating costs made visible

Defined stepsRepeating work moves inside explicit rules and approvals
$300–$500Where a simple, focused bot build may begin
60 minutesFrom first call to a prioritized roadmap
Common questions

Ownership, accuracy, and the failure cases

Will the AI hallucinate?

It can, which is why nothing it writes reaches a customer unreviewed. Drafts are held for approval, answers are generated only from sources you supplied, and anything the system is unsure about is routed to a person instead of guessed at.

Do I own the workflows?

Yes. Everything is built inside your own n8n, Albato, or Make account, and the prompts and documentation are handed over with it. If we stop working together the system keeps running, and you can hand it to any other developer.

Does it email prospects on its own?

No. The agent prepares the message inside your CRM and stops. A person reads it and clicks send. That boundary is the design, and it does not move without you asking for it.

Which CRM do you support?

The current solution design supports HubSpot and Salesforce paths. Other systems are checked for authentication, API coverage, limits, and the required actions before they enter the scope.

What happens to leads that do not qualify?

They are still captured and tagged with the reason, so nothing is silently discarded and you can review the rule later if the mix of enquiries changes.

Next step

Automate Your Sales Pipeline

Show us the current process and the tools it touches. We will map the first useful scope and where human approval belongs.

How scoping works