Parthasarathy T.

Its actually effective if you have sales navigator. You can also use boolean search to make this effective. It worked for us.

Can you send this n8n Code. Looks intersting. I have some more use cases that i can use.

If you are looking at a expensive affair. Yes! But, Clay does not do everything i mentioned here. If you want CRM Integrations ++ then you are looking at a expensive plan. Also, they can not do the following actions "Fully Autonomous Orchestration, Trigger CRM to Call on Open, Self-learning or AI-based Decisioning"

Simple, have a platform like fireflies that can capture notes from the meeting. If there are action items, the cusomter came in. If nothing, then the deal is not qualified.

Using Salesforce this is something that you can acheive. They have dashboards. Even in hubspot its achieveable. Given that Hubspot has restrictions on number of reports you can hold to build something like this. But salesforce has easy options to set up a dashboard and it can get updated every miniute and provide you real time understanding of what's happening.