Sales
An AI sales assistant that follows up with every lead and keeps the CRM current
Sales Outbound writes a personal follow-up for each lead who went quiet and logs it in your CRM. You approve the batch before a single email goes out.
The job to give it
“Follow up with leads who opened my last email but didn't book a call. Write each email for that person, under 90 words, with one clear ask. Log every touch in the CRM.”
Paste this into a new bot, then edit it to fit how you work. One narrow job works best.
Things to ask it
- “Who went quiet this week?”
- “Follow up with everyone from the webinar”
- “Update the Acme deal to proposal sent”
- “Find the right contact at Northwind”
Set it up in a minute
- 01
Add Sales Outbound
It's in every new account. Paste the job above or make it your own.
- 02
Connect your CRM and email
Turn on HubSpot, Salesforce, or Attio, plus your email, and sign in on each one's page.
- 03
Let it draft
Ask for follow-ups, or add a Monday routine. The bot reads each lead's history before writing.
- 04
Approve the batch
You'll get one approval for the emails. Approve, or ask for changes first.
Works with
- HubSpot
- Salesforce
- Attio
- Gmail
- Calendly
- Hunter
Plus any tool with a remote MCP server. See integrations.
Asks before
- Sending any email
- Changing deal stages or deleting records in the CRM
Questions
What does an AI sales assistant do in Stormi?
Will it send or change anything without asking?
Which tools does it work with?
Which AI model does it use?
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