Sales agent templates

Agents that research prospects, prepare your meetings and keep your pipeline warm while you focus on closing.

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Sales

Build sales prospect battle cards from a company URL with Firecrawl

Turns a company name and URL into a sales battle card covering what they claim, what they are doing now, and how to open the conversation

1 agent5 min setup
Track freshly funded ICP companies daily with Apollo and Gmail
Sales

Track freshly funded ICP companies daily with Apollo and Gmail

Delivers a daily list of newly funded companies that match your ideal customer profile, each with a decision-maker and a tailored approach angle

1 agent5 min setup
Draft first-touch outreach emails in Gmail from new HubSpot leads
Sales

Draft first-touch outreach emails in Gmail from new HubSpot leads

Turns each new HubSpot lead into an industry-tailored first-touch email drafted in Gmail and left ready for you to review and send

1 agent5 min setup
Enrich and score new HubSpot leads with Apollo firmographics
Sales

Enrich and score new HubSpot leads with Apollo firmographics

Enriches new HubSpot leads with company data, scores them by size, and writes clean records back every morning

1 agent5 min setup
Build target account briefs with buying signals from Apollo and Firecrawl
Sales

Build target account briefs with buying signals from Apollo and Firecrawl

Researches a target account, runs ten buying-signal checks, and delivers a sales brief with three approach angles and a personalized opener

1 agent5 min setup
Brushed metal support ticket cards with a rising arrow and refresh loop icon
Sales

Detect buying intent in Freshdesk tickets and log sales opportunities in HubSpot

Scans support tickets each week for buying signals and logs qualified sales opportunities in your CRM with a handoff note

1 agent5 min setup
Dark metal ranked list numbered 1 to 10 with descending signal bars and checkmarks, top row glowing gold
Sales

Turn job postings into ranked B2B leads with Apollo and Google Sheets

Scans fresh job postings for buying signals, then delivers ranked, enriched B2B leads in a Google Sheet with a pain narrative ready for cold outreach

1 agent5 min setup
Frosted glass audio waveform bars rising from a dark metal base, one bar glowing purple, against a black background
Sales

Analyze weekly Gong sales calls for objections with HubSpot and Slack

Reviews the week's sales calls from Gong to surface rising competitors, recurring objections and the coachable moments behind them, then posts a digest to Slack

1 agent5 min setup
Brushed metal sales funnel holding a row of stacked cards, one card glowing orange
Sales

Detect stalled HubSpot deals and draft rep follow-ups in Slack

Finds HubSpot deals that stopped moving, drafts a tailored follow-up for each from its own history, and posts both to the owning rep in Slack

1 agent10 min setup
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Sales

Prepare weekly meeting briefs from Google Calendar with Apollo and HubSpot

Every Monday, a briefing pack for each external meeting of the week with attendee background, past conversations, and company context

+1
1 agent5 min setup
Brushed metal upright panel in a base showing a descending bar chart and a glowing blue checkmark, with a circular arrow
Sales

Find ICP-matched B2B prospects with Apollo and email a ranked shortlist

Finds ICP-matched B2B prospects on live buying signals, enriches them with verified emails, and sends a ranked shortlist to your inbox each week

1 agent5 min setup
Brushed metal card etched with dense text and data fields, its notched right edge glowing purple
Sales

Turn Typeform leads into HubSpot deals enriched with Apollo

Turns each Typeform submission into a fully filled HubSpot deal, enriched with Apollo data and checked for duplicates

1 agent5 min setup

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