AI-Agents for Sales Operations in Request Intake working with Heyflow
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Check requested work against approved services and rates in drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsCheck lead fit and duplicates before campaign entry.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsMatch ad leads to CRM records and assign the right sales owners.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsCheck inbound lead fit and contact details before outreach.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
28 toolsLink clear contact matches and flag uncertain ones for review.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
9 toolsCheck ad leads for fit and duplicates before updating the outreach register.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
12 tools
