CARLY FOR SALES
Using Carly AI to Automate Sales
Forward Carly the LinkedIn profile and the lead lands in Salesforce, the follow-up is in your Drafts, the 2pm brief is on your phone, and the Zoom invite is already sent. She lives inside Salesforce, HubSpot, Gmail, LinkedIn, Gong — no extra dashboard, no copy-paste between tabs.
Watch Carly actually do the work
One email to Carly. She runs the play across your stack and replies when it's done.
LinkedIn → Salesforce Lead, Account-linked, with a recent-signal hook
See the prompt →Gmail thread + Salesforce Opportunity → four-sentence reply with one ask
See the prompt →Calendar → Gmail invite → Salesforce Activity, all logged
See the prompt →Salesforce + last 5 emails + Gong summaries → brief in your inbox
See the prompt →Carly works in the tools you already pay for
Wire her into your CRM and inbox in a couple of clicks. The rest of your stack — Gong, DocuSign, Apollo, whatever the deal calls for — is one connection away when she needs it.
— and so many more
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."