ScaleStack

Sales & Lead Follow-up

6 use cases, newest source date first. Each links to the public page where it was reported.

Updated Oct 16, 2026 · All use cases · How we pick use cases

  • SL

    Two AI agents greet and qualify inbound sales leads

    Siemens pairs an outreach agent with a qualification agent that asks about budget and timing, saves the answers to its CRM and passes ready prospects to a seller with a short brief.

    • Salesforce Agentforce
    • Salesforce Sales Cloud

    Reported by Salesforce, Sep 14, 2026. Read 2026-10-16.

    Want this built for your business? Prospecly, ScaleStack's own agency.

  • SL

    An AI agent re-engages old event leads using CRM history

    SaaStr built an outreach agent on its Salesforce records that writes personalised emails to long-quiet contacts and pings its chief AI officer in Slack when a lead looks worth pursuing.

    • Salesforce Agentforce Sales
    • Slack

    Reported by Salesforce, Jul 31, 2026. Read 2026-10-16.

    Want this built for your business? Prospecly, ScaleStack's own agency.

  • SL

    A growth team turns demo recordings into CRM updates and follow-up drafts

    Interlaced built a Lindy workflow that reads call transcripts, updates HubSpot, drafts follow-up emails and helps schedule the next call.

    • Lindy
    • HubSpot

    Reported by Lindy, no date shown. Read 2026-10-16.

    Want this built for your business? Prospecly, ScaleStack's own agency.

  • SL

    A moving company answers new leads by text

    CMS Companies uses AI agents that reply to incoming text enquiries, ask about move date and route, book appointments and log each conversation in HubSpot.

    • Clerk AI
    • HubSpot

    Reported by Clerk, no date shown. Read 2026-10-16.

    Want this built for your business? Prospecly, ScaleStack's own agency.

  • SL

    A property developer qualifies portal leads with a multilingual assistant

    Metrovacesa built an assistant called MiA on Google Cloud that qualifies home-buyer enquiries around the clock and hands its sales staff contacts that are already screened.

    • Google Cloud Dialogflow CX
    • Google Vertex AI

    Reported by Google Cloud, no date shown. Read 2026-10-16.

    Want this built for your business? Prospecly, ScaleStack's own agency.

  • SL

    An insurance broker moves ad leads into AI-handled chat

    A US health insurance broker that gets inquiries from Meta ads centralised its WhatsApp and Messenger chats in respond.io, where AI agents answer questions, collect details, give quotes and book appointments.

    • respond.io AI Agents

    Reported by respond.io, no date shown. Read 2026-10-16.

    Want this built for your business? Prospecly, ScaleStack's own agency.