Log daily press releases from target industries
Scans the news each day for announcements in your target industries and appends them to a research sheet.
Lead generation automation templates
Capture every lead, enrich it, route it and follow up, across the forms, CRM and inbox you already use. Pick a brief and Whenever writes it against your accounts.
Lead generation workflow briefs
Track companies quoted in industry news
Searches news every day for companies quoted in your industry and logs them as prospecting signals.
Track reviews and best-of lists in your category
Finds new reviews and roundups covering your product category each day and logs them for competitive research.
Review enriched leads before they reach the CRM
Enriches every new lead into an Airtable review queue and pushes the rows your team approves into HubSpot.
Score and tier leads as they arrive
Enriches each new lead with company data, scores it against your criteria, and creates the HubSpot contact with its tier.
Push HubSpot contacts to Mailchimp and log both
Adds or updates each recently changed HubSpot contact in your Mailchimp audience, never re-subscribing anyone who left, and keeps a sheet of lifecycle stage and subscription status side by side.
Run your lead tracker emails and reminders
Sends the stage-appropriate email queued on each Airtable lead and nudges the owner when a lead goes stale.
Report in-store sales back to LinkedIn ads
Sends Square in-store purchases to LinkedIn as conversions, so campaign reporting includes store sales.
Surface media opportunities from your inbox
Summarizes each incoming media request email with its ask and deadline and posts it to the team channel.
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