AI-Agents for Sales Operations working with Heyflow

Heyflow is a no-code builder lets you craft mobile-first, interactive funnels that qualify and convert your traffic.

Draft Business Proposal

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.

Works with29 tools
Send New Lead Emails

Send consistent first replies and surface missing lead details.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
Add Leads to Campaigns

Check 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.

Works with31 tools
Check Contact Form Emails

Check each form lead's email and record pass or review.

Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.

Works with33 tools
Route Lead Ad Inquiries

Match 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.

Works with12 tools
Qualify Inquiry Contacts

Check 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.

Works with28 tools
Log Lead Ad Responses

Link 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.

Works with9 tools
Qualify Lead Ad Contacts

Check 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.

Works with12 tools
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