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Sales Operations Agent
PausedSales, managed by Priya Nair. Version 1, based on a library template.
How this agent works
Model tier: StandardStarts from and reads
New contact created in HubSpotLead intake and follow-up
Rate card 2026
Ideal client profile
Agent
SO
Sales Operations Agent
Paused
Keep every new lead researched and followed up within one business day.
Acts through
Read and update leadsHubSpotOn its own
Draft emailGoogle WorkspaceOn its own
Send emailGoogle WorkspaceNeeds approval
Starts from and reads
New contact created in HubSpot
Rate card 2026
Ideal client profile
Acts through
Read and update leadsOn its own
Draft emailOn its own
Send emailNeeds approval
When it is unsure: Notify Priya Nair when a lead mentions a budget above $25,000.
Right now
Paused
Workflows that use this agent are waiting
Runs per hour today
- 38
- Runs, 30 days
- 89%
- Success rate
- $2.77
- Cost, 30 days
- 2 days ago
- Last run
What this agent does
Keep every new lead researched and followed up within one business day.
When a lead is created in HubSpot, research the company website, fill in industry, size, and location, and draft a first follow-up email from the assigned rep. Never offer discounts or pricing outside the published rate card.
Notify Priya Nair when a lead mentions a budget above $25,000.
Never allowed to
- offer discounts
- change deal stage