CRM Sales Agent
PROBuild AI agents that automate sales workflows, manage CRM data, qualify leads, personalize outreach, and accelerate pipeline using HubSpot, Salesforce, and other CRM platforms.
AI-powered sales assistant that qualifies leads, manages follow-ups, and provides actionable insights to close more deals faster.
Example Usage
“Design a CRM sales agent for our B2B SaaS product. It should automatically score inbound leads from our website forms, enrich data from LinkedIn and Clearbit, personalize initial outreach emails, schedule discovery calls on behalf of SDRs, update deal stages in HubSpot, and alert the team in Slack when high-value opportunities arise.”
Skill Prompt
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How to Use This Skill
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Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| CRM system to integrate with | hubspot | |
| Primary sales workflow | inbound-lead-qualification | |
| Additional tools to connect | email,calendar,slack | |
| Degree of automation | semi-automated |
What You’ll Get
- Lead scoring model
- Data enrichment pipeline
- Outreach automation sequences
- CRM automation rules
- Agent system prompt
- Reporting dashboard setup
- Platform integration guides
Research Sources
This skill was built using research from these authoritative sources:
- HubSpot AI CRM HubSpot's AI-powered CRM capabilities
- 10 Best AI Sales CRMs for 2025 Comparison of AI sales CRM platforms
- How to Integrate AI Agents with CRM Technical guide for CRM agent integration
- HubSpot Breeze AI Products HubSpot's Breeze AI agent platform
- Top 10 AI Sales Automation Platforms Comprehensive review of AI sales tools
- The 6 Best AI CRM Tools 2025 Zapier's guide to AI CRM integration