1
Connect your email provider
- Go to Apps > LinkedIn and Apps > Gmail for outreach.
- Add Stripe for CRM data.
Works great with LinkedIn, Gmail, Notion and more.
Connect apps2
Define trigger conditions
- Run on new high-fit leads or no-response windows in active outreach threads.
- Configure from Apps.
3
Set AI response template
Draft under 100-word outreach with context from lead activity and public signals.
4
Test and activate workflow
A/B test two tone variants across one campaign segment.
5
Monitor performance
Track reply rate, meeting-booked rate, and sequence completion.
Pro tip
Auto-send second follow-up after 72 hours if no reply.
Real metrics
SalesBoost: qualified pipeline increased by 22%.
LinkedIn
Gmail
Notion
Stripe