Lindy for sales
The AI teammate for sales teams.
Pipeline changes, call notes, handoffs, and the pre-call brief. Tag Lindy in Slack and it runs them.
Works with all your tools
HubSpot
Gmail
Zoom
Slack
Notion
What Lindy runs for sales
The jobs sales hands to Lindy.
Each one runs on a schedule you set, in the channel you pick.
+3
Watch your pipeline
Which deals moved, stalled, or need you, based on your CRM, meetings, and inbox.
+1
Run the deal-won handoff
Deal closes: CRM updated, handoff created, CS pinged, kickoff scheduled, welcome email sent.
+2
Query your sales calls
Ask a month of sales calls one question and discover why deals are lost, what questions win, and how to coach reps.
+3
Run outreach from a lead sheet
Takes a sheet of leads, drafts a personalized sequence for each, and tracks status back on the sheet.
+2
Build prospect lists from your calls
Reads your calls to learn your best-fit customer, then researches and enriches a fresh lead list.
+2
Update your CRM from Slack
Monitors your Slack, meetings, and email, then updates your CRM exactly the way you want.
Your call
A one-line alert, or a full dashboard.
Same job, three depths. Ask Lindy for whichever you need.
Alert
@Lindy ping me if any deal goes quiet for more than five days
Acme has gone quiet. Six days since the last reply and the champion dropped off the thread. The nudge is drafted.
One line in Slack when a deal needs you.
Digest
@Lindy post the deal pulse every morning
Deal pulse. One deal needs you today:
Every deal that moved, stalled, or needs you, each morning.
Dashboard
@Lindy make it a live board for the forecast call
Done, link below. Live from the CRM, the notes, and the threads:
A live board with every deal behind it, ready for the forecast call.
People use Lindy at some pretty cool places.
Ready when you are.
Free to try. In your Slack in two minutes.
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