Marketing Ops & RevOps Bots
Automate Tasks While Making Work
Get more work done in less time with RevOps and Marketing Ops bots. Bots connect multiple apps and trigger complex processes from a simple chat app like Slack or Teams.
Deploy complex automation in an environment users are familiar with
RevOps and Marketing Ops teams juggle complex processes across multiple platforms - CRM, marketing automation, analytics, sales enablement and more.
We help companies deploy intelligent bots directly in your team’s communication platforms (like Slack and Teams) that enable you to trigger workflows, update systems, and surface key insights in real time, where your teams work.
Automated Bot Examples
Instant Workflow Execution – Trigger lead routing or campaign launches with a simple Slack or Teams command.
Real-Time Alerts & Insights – Get instant notifications when key revenue signals, like lead score thresholds or pipeline changes require action.
Seamless CRM & Data Updates – Log meeting notes, update deal statuses and clean up records directly from chat.
Task Assignments – Ensure the right people take action at the right time by assigning follow-ups based on triggers.
Collaboration Without Chaos – Marketing, Sales and RevOps can work together seamlessly with handoffs and approvals facilitated within chat.
RevOps Use Cases
- Lead & Account Routing
Assign leads and accounts that don't meet routing rules via a Slack or Teams message, eliminating delays caused by manual handoffs. - Lead Qualification Alerts
Alert reps in Slack/Teams when a lead becomes sales-qualified (SQL), with all relevant context automatically pulled from your CRM.
- CRM Data Hygiene
Prompt reps to enrich missing CRM fields with a quick, interactive chat response—no need to switch tabs.
- Deal Management / Deal Desk
Get instant alerts in Slack or Teams when deals are at risk, leads are aging, or pipeline forecasts shift unexpectedly.
Marketing Ops Use Cases
- Campaign Approvals
Tag stakeholders in chat, collect approvals with a click and log activities in your project management tool. - Data Quality Issues
Alert marketing users about duplicates or data gaps and allow them to manage/merge data directly from Slack or Teams.
- Performance Monitoring
Surface up-to-the-minute revenue and campaign metrics with a simple bot command, eliminating digging through data.
- Sales & Marketing Alignment
Notify sales when a new campaign is deployed, so they’re always equipped with the latest messaging and content.
Why RevOps and MOps Bots?
Reduce Friction
No more switching between platforms because workflows happen in the tools your teams already use.
Accelerate Decision-Making
Get real-time insights and take immediate action to optimize sales, marketing and revenue ops activities.
Save Valuable Sales Time
Allow sales to focus on closing deals by eliminating the need for them to manually dig through CRM or chase down approvals.
Ensure Process Compliance
Standardize key business workflows behind the scenes to ensure required steps are followed every time.
Streamline Collaboration
Keep marketing, sales, and revOps aligned with instant notifications within company-adopted messaging platforms.
Increase Strategic Value
Free up your team to focus on high-value activities rather than getting bogged down in mundane processes.
Transform Your RevOps & Marketing Ops with Automated Bots
Let automation do the heavy lifting where your teams already spend most of their day - Slack and Teams. Book a call today and see how our RevOps and Marketing Ops bots can reinvent your operational efforts.