Sales & CRM Automation

Sales teams use Chase Agents to eliminate the manual, repetitive work that keeps reps away from selling: data entry, lead enrichment, follow-up tracking, and pipeline reporting. This guide covers the most impactful sales automation patterns and how to build them.

Lead Enrichment on New Sign-Ups

When a new lead enters your CRM, trigger an automation that enriches their record. Connect your CRM and a data enrichment service as MCP connections. The automation fetches the new contact's company domain, calls the enrichment service to retrieve company size, industry, revenue, and technology stack, then writes those fields back to the CRM record. This runs without any rep involvement and ensures every new lead arrives fully enriched before a rep sees it.

Automated Follow-Up Sequences

Build follow-up automations that trigger when a deal stage changes. When a demo is marked completed in your CRM, an automation can draft a personalized follow-up email using a run_sandboxed_code step that combines the prospect's name, company, and demo notes with an email template, then use your email connection to send it. The rep can be looped in using a seek_human_approval_for_next_step step to review the draft before it sends.

Pipeline Health Reports

Schedule a weekly automation to pull pipeline data from your CRM, calculate conversion rates, identify deals that have gone cold (no activity in 14 days), and post a structured summary to a Slack channel. Use a run_sandboxed_code step to compute the metrics and format the report. The entire report is generated and delivered without any manual assembly.

Meeting Notes to CRM

After sales calls, use a Chase Agents AI Agent configured with your CRM connection and a meeting notes service. Have the agent extract action items, next steps, and deal signals from the transcript, then update the CRM record automatically. Reps can review and confirm updates conversationally rather than navigating CRM fields manually.

Inbound Lead Routing

When a form submission arrives, an automation can score the lead based on company size and job title, use an if step to route high-scoring leads to a senior rep's Slack DM immediately, route mid-tier leads to a shared Slack channel for the next available rep, and add low-scoring leads to a nurture sequence. All routing happens within seconds of the form submission without any human triage.

Contract and Proposal Generation

Use the generate_word or generate_pdf step type to create customized proposals directly from CRM data. An automation can pull deal details, company information, and pricing from your CRM, merge them into a proposal template, generate a formatted document, and email it to both the prospect and the rep. The seek_human_approval_for_next_step step can require a manager to approve the pricing before the proposal is sent for high-value deals.

Connections Commonly Used

Sales automations in Chase Agents most commonly use CRM connections (Salesforce, HubSpot, Pipedrive), email connections (Gmail, Outlook), communication connections (Slack), calendar connections (Google Calendar), and document connections for generating PDFs and Word documents. Add these via the Connections Marketplace before building your sales automations.