Automating Full Process (Lead → Sale → Service)

AI Agent Workflow Across the Customer Journey

This workflow demonstrates how AI agents can automate and optimize each stage of the customer lifecycle—from lead capture to post-sale support.

Workflow Breakdown

Lead Capture
• AI Agent: Zapier AI Agent
• Task Automated: Captures leads from forms, social platforms, and chatbots

Lead Scoring
• AI Agent: HubSpot AI
• Task Automated: Scores and qualifies leads based on engagement and activity

Outreach
• AI Agents: Lavender AI, Jasper
• Task Automated: Generates personalized email sequences automatically

Follow-up
• AI Agent: ChatGPT integrated with CRM APIs
• Task Automated: Sends automated follow-up messages to prospects

Sales Enablement
• AI Agents: Gong AI, Clari AI
• Task Automated: Analyzes sales calls and emails to provide deal insights

Proposal Management
• AI Agents: DocuSign AI, PandaDoc AI
• Task Automated: Auto-generates and sends proposals and contracts

Closing
• AI Agents: Clari AI, Salesforce AI
• Task Automated: Predicts deal close likelihood and recommends next actions

Onboarding
• AI Agents: Intercom AI, Zendesk AI bots
• Task Automated: Guides new customers through onboarding via chatbots

Customer Service
• AI Agents: Forethought, Ada AI, Zendesk AI
• Task Automated: Handles FAQs and tier-1 customer support

Example End-to-End Flow

• Zapier captures the lead
• HubSpot scores and qualifies the lead
• Lavender generates personalized outreach emails
• Gong analyzes sales interactions
• PandaDoc sends proposals and contracts
• Clari predicts deal closure and next steps
• Intercom manages customer onboarding
• Zendesk handles ongoing support

How to Use This Practically

• Start by testing one to two AI agents per department
• Connect agents using tools like Zapier, Make.com, or HubSpot workflows
• Avoid full automation initially—begin with semi-automated flows for quality assurance