Turn demo calls into CRM notes and follow-up drafts
Interlaced used Lindy to summarize sales demos, draft follow-ups, book meetings, and suggest proposals, saving over 5 hours a week.
- What they did
- Interlaced’s growth team at an IT and cybersecurity services firm set up a Lindy agent on their own, without engineers, after onboarding help from Lindy. They connected it to Gmail, Slack, Google Calendar, and HubSpot so it could pull from demo calls, CRM records, and calendar availability. The agent writes HubSpot-ready call summaries, drafts follow-up emails with next steps, books client meetings, and suggests proposals using CRM context.
- How it went
- Interlaced says the system cut more than 5 hours a week from CRM maintenance and follow-up work. Their first agent went live in under a week, and they were seeing value by the second week. The source does not give accuracy figures or say how much editing the drafts needed.
- Tips
- If you use this approach, make sure the agent is pulling the right CRM fields before letting it draft outreach or proposal language. Keep a review step in place for any message, booking, or document before it goes out.
Try it yourself with Lindy
You are helping with sales admin. After each demo call in [Zoom/Google Meet/phone recorder], create a concise summary for [HubSpot/your CRM] that captures the main pain points, goals, objections, and agreed next steps. Then draft a follow-up email to [prospect name] and, if relevant, prepare a proposed meeting time based on [calendar] and [CRM] availability, plus a short proposal recommendation based on the CRM context. Stop and show me the summary, email draft, meeting suggestion, and proposal draft for approval before you send, schedule, submit, or delete anything. Finish when I’ve reviewed each item and told you what to do next.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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