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Interested customer by email: HubSpot deal and a proposal for your approval

AI spots emails from interested customers, creates the deal, drafts a proposal and asks for your approval before sending it.

SalesAISales

How it works

When an email arrives, Claude decides whether it comes from an interested customer and extracts their name, company, need and budget. If it does, it creates the deal in HubSpot, drafts a proposal and emails you two links: approve or discard. The proposal is sent to the customer as a reply only if you approve it. Nothing goes out without your sign-off.

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Apps in this workflow

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