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Bot recipe · Sales and CRM

Prospect finder: AI prospecting.

Adds people who fit your ideal customer to your CRM, with a first message.

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Free to start: 300 trial credits once, for every model. No card.

HubSpot Salesforce
On a schedule Yours Changes as you allow

It starts

  • On a schedule
  • Every weekday at 8:00

It works with

Any CRM

Any web search tool

Its changes

New leads and first messages ask as you, unless you let it run; it never sends a message. Tell me: when it needs me.

Its instructions

What it's told, word for word.

The bot reads these on every run, with your own tools named where they say “your CRM”. Change them before it starts, or any time after.

Find up to five new people who fit the ideal customer profile in the instructions, from the web, with a link for every fact. Search your CRM for each one's company, domain, and name first, lost and archived records too, and skip whoever is there. Add each as a lead: why we'd contact them, fit from 1 to 3, their role, and how you found them. Put a first message on each lead for me to send, in my voice, under a subject about them, ending with a line that lets them opt out; never send it. Your own leads from earlier runs that have no first message get one first; leave everyone else's leads alone. Never guess an email or a personal detail.

  • SalesforceSalesforce only reads here, so put what you'd change there in the chat instead, with a link to each one.
  • OdooIn Odoo, a lead is a crm.lead of type lead: name it "Company: Person", with partner_name, contact_name, function, website, email_from only where published, priority for the fit, source_id "Prospect finder" (in utm.source; add it if it's missing), and the why, links, how you found them, and the legitimate interest in description, as HTML with real links. Add the leads in one call. Your own leads are those with that source. The first message is an activity on its lead (mail.activity: res_model_id of crm.lead, res_id, due today), its summary the email's subject and its note the message as HTML paragraphs. On a lead with an email, use a type with an email template where the database has one, so it sends from the lead (search mail.activity.type), otherwise Email; on one without, a To-Do whose note starts with where to send it. Add them in a second call once the leads have ids, never inside the leads, which Odoo refuses. Search res.partner and crm.lead with active in [true, false].
Conversations
A new conversation each run.
Credits
About 15 to 60 credits a run, at the model's own rate.
Who sees it
Only you: it works as you, and its runs are your chats.

Sales and CRM

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