A B2B prospecting pipeline to discover, qualify and organize opportunities in HubSpot
A connected workflow searches for companies by industry and location, estimates their size from their number of sites, enriches decision-maker contacts and checks email deliverability before preparing leads for Smartlead campaigns. Interested replies return to the CRM as tasks for the sales team.
The starting point.
Millsonic needed to coordinate the stages of its B2B prospecting in a repeatable process: locating companies by market, determining which were a fit, finding the right people and preparing follow-up for the sales team. The challenge was to retain context from discovery through reply management.
How we did it.
Supabase and Make were connected to orchestrate the workflow from start to finish. DataForSEO locates companies and allows their sites to be counted; Apollo enriches records with decision-makers; web search and MillionVerifier complete and check contact information. HubSpot centralizes companies, contacts and tasks, and leads meeting the conditions are prepared in batches for Smartlead. When an interested reply arrives, a task is created in the CRM so the sales team can pick it up with context.
What changed.
Segmented discovery
Companies are searched by market and location, and the qualification criterion is applied based on their number of sites.
Prepared contacts
Records are enriched with decision-makers and email addresses are checked before entering the sales workflow.
Centralized information
Companies, contacts and tasks are organized in HubSpot with the context needed for follow-up.
Sales continuity
Interested replies generate a task in the CRM so the team can continue the conversation.
More case studies
Other teams that chose a more organized way of working.
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