Every new trial gets a sales brief in minutes.
Detrack, a delivery management platform, gave TobyBot one goal: brief the rep on every new free trial.
DetrackRecreated example
When a new free trial lands in HubSpot, research the company and the contact, then send the rep talking points and a draft email.
Picks up the new trialChecked every five minutesHubSpot
Looks up the companyBackground, size and branchesWeb search
Looks up the contactTheir roleWeb search
Writes the talking pointsTwo or three to open withDocuments
Sends the rep the briefWith a draft emailSlack
Brief ready before the rep opens the record
Every 5 minnew trials checked in HubSpot
In minutesthe brief reaches the rep
2 or 3talking points, plus a draft email
What they set up
When a prospect starts a free trial, speed decides the deal. Nobody on the sales team should have to watch HubSpot for it.
So the goal is saved as a bot that checks for new trials every five minutes. It works out who signed up, then puts what the rep needs in Slack: who they are, how big they are and what to open with.
- Team
- Sales
- Starts on
- A schedule, every five minutes
- Connected to
- HubSpot and Slack, through MCP
More customer stories
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