Sales & SDR
Qualify leads, follow up, and keep your CRM clean.
The challenge
Inbound leads go cold while reps focus on live deals. Follow-ups slip, CRM data rots, and qualification is inconsistent.
How CreateWorker helps
A Sales/SDR worker enriches and qualifies new leads, drafts personalized follow-ups, and keeps CRM records up to date — proposing outbound emails for approval until you trust the cadence.
- ✓Consistent qualification against your ICP, every time.
- ✓Follow-ups drafted in seconds and sent on approval.
- ✓CRM stays current — no manual data entry.
- ✓Approval gates on anything customer-facing.
How it works
- 1
A lead submits a form; your app notifies CreateWorker via webhook.
- 2
The worker enriches the record, scores it against your criteria, and writes it to your CRM.
- 3
It drafts a tailored first-touch email and proposes it for approval.
- 4
You approve; the worker sends via your email integration and schedules the next follow-up.
Related worker roles
Frequently asked questions
Can it write to my CRM?
Yes — through an API connection scoped to your CRM. Writes can be auto-executed or approval-gated per the worker's autonomy level.
How personalized are the follow-ups?
The worker uses the lead's data plus your messaging guidelines (stored as knowledge) to draft tailored, on-brand outreach.
What stops it from emailing the wrong person?
Outbound email is an approval-gated action by default; you review the recipient and content before anything sends.