AI-Agents for Sales Operations Specialists in Sales Prospecting working with Zoom

Find matched prospects, verify emails, send first outreach. Every one is ready to run, and you can adjust it in plain language.

Send Outreach Emails

Mark successful outreach sends and log replies in the contact sheet.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools
Track Outreach Email Sends

Reconcile approved outreach rows with send logs and flag mismatches.

Your outreach email tracking sheet shows send results and a daily list of messages that need your attention.

Works with15 tools
Refresh Sales Lead Sheet

Flag stale prospect rows without removing their history.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Add Qualified Contacts

Check contact sheets against sales criteria and prevent repeat entries.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Upload Qualified Leads

Clean emailed lead sheets and upload only qualified new prospects.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Send First Outreach Emails

Record mailbox outcomes and hold reasons on approved leads.

Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.

Works with8 tools
Compile CRM Lead List

Resolve repeat leads before sending the manager a CSV.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Verify Prospect Emails

Refresh prospect email checks and follow-up statuses each Monday.

Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.

Works with6 tools
Build Campaign Lead Lists

Deduplicate campaign leads and note ownership questions.

Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.

Works with7 tools
Build B2B Lead List

Deduplicate prospect lists and flag uncertain contact details.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Send Bulk Outreach Emails

Check opt-outs and prior sends before approved first emails go out.

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools
Add Leads to Campaigns

Verify lead emails and add qualified people to the right campaign.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools
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