AI-Agents for Business Development working with Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Send Job Alerts

Find new openings at watched employers for prospecting.

Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.

Works with4 tools
Send RFP Proposals

Send approved proposals for new business before bids close.

Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.

Works with6 tools
Send Sales Follow-Up Emails

Advance unanswered prospect threads with a timely question or next step.

Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.

Works with4 tools
Update Lead Status

Track first prospect emails and remind owners which leads need a reply.

Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.

Works with5 tools
Send Approved Proposals

Send approved new business proposals from the sales mailbox.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools
Send Signature Request

Send signed-off client agreements to their named signers.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Enter Prospecting Leads

Move clean prospect contacts into the sales tracker for outreach.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Add qualified prospects to the CRM with a reason to make contact.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Add Leads to Campaigns

Prepare new prospect campaigns with drafts based on stated needs.

Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.

Works with4 tools
Add Verified Prospects

Move qualified client prospects into outreach without duplicate entries.

Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.

Works with4 tools
Qualify Lead Ad Contacts

Add ad respondents who match target companies and roles to outreach.

Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.

Works with12 tools
Check Email Addresses

Verify new prospect emails before first contact.

See which new contact emails are usable for outreach. Review uncertain addresses and duplicates before anyone sends a message.

Works with4 tools