Turn your sales funnel into a revenue engine
Whether you’re managing 100 or 10,000 leads, Easy8.ai ensures consistency across tools, reduces lead leakage, and enables faster, data-driven decisions.
From first touch to post-sale expansion, your entire funnel stays clean,
connected, and conversion-ready—24/7. Powered by n8n.
Sales funnel automation in action
Lead capture & enrichment
Automatically turn form fills, chatbot inquiries, and webinar signups into enriched leads.
n8n workflows connect directly to web forms, LinkedIn ads, or Zoom events, pushing new leads into your CRM—complete with company size, industry, and contact data from Clearbit or Apollo. No rep ever touches raw leads again.
Lead scoring & CRM qualification
Know which leads are ready—before your reps even pick up the phone.
Easy8.ai syncs behavior signals from email engagement, website visits, and demo requests. Using n8n, these inputs feed into dynamic scoring models and auto-update CRM stages. SDRs can now focus on leads with real buying intent—instantly visible in their pipeline.
Deal progression & sales alerts
Never miss a sales-critical signal again.
When key deals stall or buyers go dark, Easy8.ai detects inactivity and sends automated nudges, alerts, or reminders via Slack, email, or CRM. n8n integrations track multi-channel activity and ensure reps are always a step ahead—before deals slip away.
Proposal & contract automation
From quote to close—automated, error-free, and lightning-fast.
When an opportunity hits a defined stage, Easy8.ai auto-generates proposals or contracts using templates from PandaDoc or DocuSign. With n8n, you control trigger points, approval flows, and delivery, reducing admin time by 80% and speeding up decision cycles.
Onboarding & account expansion
Turn customers into champions without the hand-holding.
Easy8.ai kicks off onboarding the moment a deal is marked closed-won. Using n8n, tasks are assigned, welcome emails sent, and CS notified—fully automated. Set alerts for upsell signals like usage spikes or new stakeholders, and never miss a growth opportunity.
Use Cases
1. Lead generation
Automated LinkedIn Scraper → Enrich leads from Sales Navigator, push to CRM.
Inbound Lead Capture → Auto-collect leads from website forms, chatbots, or webinar platforms (e.g., Typeform → HubSpot).
Email Finder Workflow → Connect Hunter.io/Clearbit + domain inputs to find valid contact emails.
2. Lead qualification
Lead Scoring Automation → Score leads based on activity, company size, email domain, and source.
Data Enrichment → Auto-enrich lead profiles using Clearbit, Apollo, or ZoomInfo.
Duplicate Check + Merge → Match new leads with existing CRM records, avoid clutter.
3. Outreach & engagement
Multichannel Sequence Builder → Orchestrate emails, LinkedIn messages, and SMS (e.g., Gmail + Twilio + LinkedIn API).
Follow-up Triggering → Auto-remind reps or send nudge email if no reply within X days.
AI Email Drafting → Auto-generate personalized outreach emails using GPT API based on lead info.
4. Deal management
Deal Stage Updates → Sync pipelines between systems (HubSpot ↔ Pipedrive ↔ Slack).
Auto-create Proposals → Trigger doc generation (e.g., PandaDoc/Google Docs) when opportunity reaches proposal stage.
Meeting Booking Workflows → Integrate Calendly/Google Calendar with CRM.
5. Forecasting & reporting
Pipeline Aggregation Dashboard → Aggregate data from CRMs, Excel, BI tools into Notion/Data Studio.
Weekly Sales Summary via Slack/Email → Auto-send updates to sales leadership.
Stale Deal Alert System → Notify reps about inactive deals.
6. Contract & handover
Contract Lifecycle Automation → Auto-generate contracts, track e-signature (DocuSign, HelloSign).
CRM → Project Handoff → Trigger onboarding tasks in project management tools (Asana, ClickUp) when deal is won.
Post-Sale Survey → Send NPS or satisfaction form after handover.
7. Upsell & retention
Usage Monitoring Alerts → Notify CS/sales if product usage drops (from internal DB or Segment).
Renewal Reminder Workflows → Trigger campaigns 30/60/90 days before renewal.
Customer Milestone Recognition → Send automated congratulations (anniversaries, feature use).
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