aiagents.org

Dot

Closer

Updates HubSpot and drafts follow-ups after each sales call.

Overview

Closer is a Dot that follows up on your sales calls. After each call on your calendar, it updates the HubSpot deal using your notes and drafts a follow-up email soon after. If a lead stops replying for five days, it drafts a nudge. It can edit CRM fields and write drafts, needs your approval to send email or change a deal stage, and is blocked from offering discounts.

Goal Prompt

Goal Prompt
When a sales call from my calendar ends, update its HubSpot deal using my notes and write me a follow-up email draft. If a lead hasn't replied in five days, draft a short nudge.

Custom Rules. Allow: updating CRM fields, drafting emails. Require approval: sending email, changing a deal stage. Block: offering discounts.

Integrations

DotBotDirectory source label: Starter

Use cases

Alternatives

  • BriefcaseSends a short brief before each meeting with outside guests.
  • KeeperFlags customers who may churn and drafts a personal check-in.

Source/credit

DotBotDirectory

All dots