Service

CRM and outbound integration that keeps pipeline honest

Outbound without CRM discipline creates duplicate work and unreliable numbers. We wire sequences, replies and meetings into your CRM so one record tells the whole story.

Discuss your outbound plan →See LeadFlow pricing
CRMs supported
4+
Sync and suppression
Two-way
Attribution
Per-channel

Suppression that prevents embarrassment

Open opportunities, current customers, partners and recently contacted prospects are excluded automatically before every send. No rep ever gets a call about an email their own account manager did not know about.

One timeline per contact

LinkedIn touches, email touches, replies and booked meetings land on the same record, so a rep opening the CRM sees exactly what the prospect already saw.

Attribution you can defend

Source, channel, segment and campaign stamped on every created opportunity — which makes the next budget conversation short.

Who we target

  • RevOps leads owning data quality
  • Sales leaders reconciling agency reports with the CRM
  • Teams running inbound and outbound on one pipeline
  • Companies migrating CRM mid-campaign

How the campaign runs

  1. 01

    Map

    Objects, stages and required fields agreed with RevOps.

  2. 02

    Connect

    Sequencer, LinkedIn tooling and CRM wired with two-way sync.

  3. 03

    Guard

    Dedupe and suppression rules enforced pre-send.

  4. 04

    Report

    Dashboards for reply, meeting and opportunity conversion.

Tools for this workflow

  • Attio
  • HubSpot
  • Salesforce
  • Pipedrive
  • Clay

Questions and answers

Do you need admin access?
Scoped integration access is enough; we document every field we write.
What about our existing sequences?
We keep them and layer suppression so channels do not collide.
Can you migrate historic data?
Yes, with dedupe rules agreed before the import.

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