Happy to chat - fellow founder here
Happy to help
Neil S.
Done it with Salesforce
Option 1 with n8n to personalize the email
I would suggest use Luma and then push all data into Hubspot with Zapier
Seb definitely use Clay for this - can connect you with some Clay wizards we use
Can do this with a simple prompt on Clientell Ai. It's an agent I've been building for Salesforce admin work but it's pretty good at analysis in general across deals,
Yes for sure Sales teams in the initial days have the closest relationships with the customers
