End-to-end inbound orchestration from capture to meeting prep
An end-to-end inbound machine that captures leads, enriches and routes them, prepares meetings automatically, and prevents leakage with approvals and notifications.
Capture & initial qualification (Webflow form → Tally app form → Cal.com booking or Slack for review)
Lead routing (Customer.io reminders; Cal weighted distribution; Clay enrichment; HeyReach connection)
Approving leads (Slack lead card → approve → Customer.io pre-frame; reject → HubSpot tag)
Deep enrichment (phones/emails/news/funding; prep doc)
CRM sync & preparation (prep doc → CRM; alert; deal created)
Meeting execution (Sybill recording + transcription)
Fully automated inbound pipeline with enrichment, approval workflows, meeting prep, and zero lead leakage
Clay
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