Sales & RevOps
Pipeline hygiene that happens without anyone remembering it.
Helios agents enrich every lead as it arrives, keep the CRM honest, brief reps before their calls, and recover the revenue that quietly slips away. The work runs on schedules and events, so your team sells while the busywork takes care of itself.
The tasks
Work your sales & revops team can hand off
Enrich and route inbound within the minute
A form fills or a signup lands. The agent enriches the person and company, scores fit against your definition of a good customer, and routes it to an owner with a summary.
For each demo request, enrich, score, and route it to the right owner.
- typeform·read the submitted response
- apollo·enrich the company and person
- attio·create the deal and assign an owner
- slack·notify @dana in #inbound
Demo request routed in 90 seconds
- Northwind · 240 employees · Series B
- Fit score 87 · assigned to @dana
- Their stated use case summarized on the deal
Keep the CRM clean every night
An overnight agent merges duplicates, fills missing firmographics, and flags deals that have gone quiet, writing a note that explains each change.
Nightly, dedupe companies, fill missing firmographics, and flag stale deals.
- attio·list companies updated in 30 days
- apollo·enrich 61 records missing headcount
- attio·merge 9 duplicate companies
- attio·flag deals with no activity in 21 days
CRM hygiene pass complete
- 61 records enriched
- 9 duplicates merged
- 14 deals flagged stale for their owners
Brief every rep before the call
Each morning the agent assembles usage, billing health, support history, and recent news into a briefing note on the account record.
Each morning, write a briefing note on accounts with a call today.
- attio·list accounts with a scheduled next step
- postgres·pull product usage per account
- stripe·check plan, MRR, and payment health
- attio·write the briefing note on each record
7 briefings written
- Usage trend and top features per account
- 2 accounts flagged with a failed payment
- Recent support threads summarized
Recover the revenue that slips
When a payment fails, the agent reaches the right contact with a working link and tells the account owner before the customer churns.
Every hour, find failed charges and start recovery.
- stripe·list failed charges in the last hour
- attio·look up the account owner and contact
- resend·send a payment update email
- slack·notify the owner in #revenue
3 failed payments handled
- $2,340 at risk across 3 accounts
- Emails sent with hosted update links
- 1 enterprise account escalated to its owner
Build target lists from a description
Describe the accounts you want in a sentence. The agent searches, verifies each company against its own website, and hands back a list with a reason to reach out.
Find Series A–B devtools companies in North America with 50–300 employees.
- apollo·search companies matching the criteria
- web·verify positioning on 120 company sites
- apollo·find 2 contacts per qualified account
- google-sheets·write `Q2 Target List`
94 accounts qualified
- 188 contacts with verified titles
- 26 accounts dropped after reading their site
- Each row has a one-line reason to reach out
Controls
Everyone delegates. IT stays in control.
Revenue data stays under your admins' control. Give reporting agents read-only Stripe keys, scope CRM credentials to the objects a task touches, and use resource visibility so a pipeline workflow stays with the revenue team. Every field an agent writes is traceable to the run that wrote it.
- SAML and OIDC SSO with SCIM provisioning
- Org roles and resource-level sharing
- Envelope-encrypted secrets, handled server-side
- SOC 2 Type II, with an isolated sandbox per agent
Use cases
Sales & RevOps tasks in detail
Lead enrichment
When someone signs up or fills a form, an agent enriches the person and their company, scores fit against your definition of a good customer, creates the CRM record, and tells the right rep.
Email outreach
An agent finds the threads that went quiet, reads the conversation, and drafts a follow-up grounded in the last real next step. Onboarding sequences read the account before they send.
CRM data sync
An agent computes usage from your database, joins it with billing health and support volume, and writes the result onto the account record every night.
Templates
Start from a working agent
Every template ships with the prompt, the trigger, and the integrations it needs.
Sales & RevOps
Inbound lead enrichment
Enriches every new signup, scores it against your ICP by reading the company's own website, and routes the strong fits.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing firmographics, and flags deals that have gone quiet — every night, without anyone remembering.
Sales & RevOps
Typeform lead router
Reads each form response, enriches the company, routes it to sales or support, and replies while the person still has your tab open.
Sales & RevOps
Failed payment recovery
Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to surface the accounts quietly drifting toward the exit.
Guides
Get the first one running
10 min
Run your first agent
Describe a task in plain English, give the agent a tool to reach for, and watch it work. Ten minutes from an empty workspace to a run you can read end to end.
8 min
Put an agent on a schedule
Turn a working prompt into a standing task. Describe the cadence the way you would say it out loud, and Helios writes the cron expression for you.
8 min
Use secrets and variables
Keep the values a task needs out of the prompt. Variables hold configuration, secrets hold credentials, and both are scoped to the level where they belong.
Give your sales & revops team an agent.
Describe the task in plain English, attach a trigger, and let it work while you sleep.