Connect website interest to your sales workflow.
Decide which buyer context your team needs and where it belongs. Connect Cloop with your existing tools, with data flows and follow-up workflows agreed during setup.
HubSpot
Customer records
CRM ownership
Cloop
Conversations
Follow-up work
Illustrative workflow · sync scope is agreed during setup
Start with your current workflow.
Ada · AI sales agent
How would Cloop fit your setup?
Tell Ada which tools you use and what needs to move between them.
Define the handover before connecting the tools.
A useful integration has a clear owner, a clear purpose and a clear rule for each piece of information.
Decide where records belong.
Agree which system owns customer records and who can change them.
Choose what to exchange.
Map the fields and events your use case needs. Avoid moving information without a purpose.
Test with a real scenario.
Check a sample contact, a customer conversation and the follow-up before extending the setup.
See how Cloop would work for your team.
Bring a real customer question or sales task. We’ll use it to make the conversation concrete.