Automating Full Process (Lead → Sale → Service)

Here’s an AI agent workflow spanning the entire customer journey:

Stage

AI Agent

Task Automated

Lead Capture

Zapier AI Agent

Captures leads from forms, social, chatbots

Lead Scoring

HubSpot AI

Scores/qualifies leads based on activity

Outreach

Lavender AI + Jasper

Auto-generates personalized email sequences

Follow-up

ChatGPT + CRM API

Sends automated follow-up messages

Sales Enablement

Gong AI / Clari AI

Analyzes calls/emails → gives deal insights

Proposal

DocuSign AI / PandaDoc AI

Auto-generates + sends proposals/contracts

Closing

Clari AI / Salesforce AI

Predicts close likelihood, prompts next action

Onboarding

Intercom AI / Zendesk AI bots

Auto-guides new customers via chatbot

Service

Support AI bots (Forethought, Ada AI, Zendesk)

Handles FAQs, tier-1 support

📝 Example flow:

→ Zapier captures → HubSpot scores → Lavender emails → Gong analyzes → PandaDoc sends → Clari predicts → Intercom onboards → Zendesk supports

🎨 How to use this practically:

✅ Start by testing 1-2 agents per department

✅ For full journey automation, use integrations like Zapier, Make.com, HubSpot workflows to connect them

✅ Avoid deploying 100% automation upfront → start semi-automated for QA