B2B sales
The eleven at night lead, called back the next minute.
In a B2B sale, the speed of first contact matters more than almost anything else in the process, and the form filled in at eleven on a Friday night gets called at eleven on Monday morning, by which time the person has spoken to two competitors. That is the problem an automated call solves.
The assistant calls the lead in the minute they filled the form, confirms the company and the role, qualifies on budget, authority and timing, offers a slot from the right salesperson calendar, and writes everything into the CRM before anybody opens a laptop.
Where the call goes out
Every variant below has the same shape: a signal of interest, an immediate call, and a meeting in the calendar or a clear reason why not.
A form submission
Triggered by a webhook from your own form, dialled within seconds.
A demo request
A short qualification and a slot offered directly, because the intent is already high.
A campaign lead
An uploaded list, dialled in the window you set, with a written reason for every number skipped.
Requalifying an old database
Contacts who were leads a year ago, dialled to find out whether it still makes sense.
Confirming the meeting
A short call beforehand, because a missed meeting costs an hour of a salesperson.
From the form to the meeting
The whole flow has to run under three minutes. A qualification call that turns into an interview is a call that gets hung up.
- 01 Start immediately Your form calls the API and the call goes out. The difference between one minute and one hour is the biggest lever in the entire process.
- 02 Confirm who they are The company, the role, and whether they are the person deciding or the person researching. Without that question the rest of the qualification is fiction.
- 03 Qualify on three dimensions The need, the order of magnitude of the budget, and the timing. Three, not ten, and each as structured output with comparable values.
- 04 Offer the right slot From the calendar of the salesperson covering that segment or territory, through the availability tool, creating the meeting.
- 05 Write it and announce it Contact and deal in the CRM with the call note, plus a message in the Slack sales channel for leads clearing the threshold.
What the salesperson finds in the morning
The value is not the call, it is what the salesperson sees when they open the CRM: a meeting, a context, and a reason it is worth it.
| Contact and deal | In HubSpot or Pipedrive, with the company, the role, the indicative budget and the timing. |
|---|---|
| The call note | The summary and transcript on the contact, so the conversation does not start from zero. |
| In the calendar | The meeting, in the right salesperson diary rather than in a shared queue. |
| The notification | The Slack message for leads above the threshold, so the salesperson knows before they look. |
What it does not do for a sales team
This category is full of promises about pipeline. You will find none here, because we have measured nothing inside a real team.
- It does not supply leads We sell no databases, enrich no contacts and find no companies. The list and the form are yours.
- It does not negotiate or price It can state a published price if you give it one. It builds no offer and discusses no discount.
- It does not qualify instead of the salesperson It gathers three dimensions and records them comparably. Whether a lead is worth somebody time stays a human judgement.
- It does not connect to Salesforce The CRM connectors implemented today are HubSpot, Pipedrive, Intercom and GoHighLevel. Salesforce, Zoho and Dynamics are in the catalogue marked not implemented and cannot be connected.
- It does not change your conversion rate More precisely, we do not know whether it does or by how much. What it demonstrably changes is time to first contact, because that is a value measured on the call.
What sales teams ask us
How quickly does it dial after a form submission?
As long as it takes your form to call the API and the call to be placed. Seconds, practically. What is worth thinking about is whether you want it that fast: some teams add a one-minute delay, because a call ringing in the same second you pressed submit unsettles more than it impresses.
What happens if the lead does not answer?
It goes to retry under the policy you configure, and if an answering machine picks up the call closes with the corresponding reason. You can combine it with an SMS, but that is a second channel rather than a retry.
Can it integrate with Salesforce?
Not today. Salesforce appears in the internal catalogue marked not implemented, with the reason written in the code, and it cannot be connected from the interface. What works today is HubSpot, Pipedrive, Intercom and GoHighLevel, or your own HTTP tool over anything else.
Is it lawful to call a lead who has just filled in a form?
Generally that is the simplest situation there is, because the person asked you to make contact. But it depends on what your form said and what was ticked, and those are yours. For lists that asked for nothing, the conversation is completely different, and the campaigns page addresses it directly.
Where to go next
Outbound campaign
Contacts, pacing, window, compliance, start, report.
CallAgent vs Vapi
What each one does differently, with the rows Vapi wins left in the table.
Integrations
25 business connectors, 18 selectable providers, eight storage destinations.
Pricing
Components at their published price, the platform on top, and what we cannot price yet.
Notes
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1
The tools named on this page are the ones in
App\Services\Integrations\ConnectorRegistrycarryingimplemented. Anything that is only in the catalogue, without that flag, is not named here as though it worked. - 2 The call can be triggered from the public API, which has 221 paths documented in OpenAPI. The implemented CRM connectors are HubSpot, Pipedrive, Intercom and GoHighLevel.