Interlaced’s growth team uses Lindy to automate meeting notes, update HubSpot, schedule follow-ups, and draft proposals—saving 5+ hours per week and scaling automation across their sales and service workflows.
Customer Overview
- Name: Interlaced
- Industry: IT & Cybersecurity Services
- Point of Contact: Amelia Kao, CEO
- Use Case: Sales Operations Automation
The Challenge
Interlaced’s growth team was buried in sales admin:
- Capturing detailed demo notes
- Updating fields and follow-ups in HubSpot
- Writing emails and scheduling client calls
Existing tools like meeting recorders fell short—delivering raw transcripts instead of structured, actionable outputs.
“We’d tried every meeting recorder out there, but Lindy was the first to turn raw conversations into structured, actionable CRM data.”
The Lindy Solution
Interlaced launched its first Lindy agent in under a week — built by the sales team, not engineers — with hands-on support from Lindy:
- 📝 Captured and summarized demo calls in HubSpot-ready format
- 📩 Drafted follow-up emails and suggested next steps
- 📅 Scheduled client calls based on availability from calendar & CRM
- 📊 Recommended proposals based on CRM context
The Results
⏱ 5+ Hours Saved Per Week
Freed up time from manual CRM hygiene and task follow-up
⚙️ Agent Live Within One Week
Value realized by week two, with no engineering support
📈 Sales Ops Efficiency & Consistency Unlocked
Clean data, faster follow-ups, stronger process adherence
🚀 Automation Roadmap Expansion
Inspired plans to scale agents across the entire sales and service lifecycle
“Lindy helps us turn messy meetings into clean, structured HubSpot data, schedules client calls, drafts emails, and recommends proposals—saving our Growth team hours of admin work every week.”
Why It Matters
For growth-stage service companies, every hour of sales team focus matters. Lindy delivers:
- Real-time documentation and CRM updates
- Scalable outreach and scheduling automation
- AI that works inside your tools—not outside your workflow
Product Highlights
✅ Native integrations with Gmail, Slack, Google Calendar, and HubSpot
✅ Call summaries mapped to CRM fields
✅ Auto-generated follow-up emails and tasks
✅ CRM-aware proposal and scheduling suggestions
✅ No-code setup with Lindy-led onboarding
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