AI SDR + Sales Scenarios

★ 7.3 · Make · complex · 57 nodes

AI SDR + Sales Scenarios is a Make automation template — a collection of five scenarios for B2B sales: AI SDR for outbound outreach, account health audit, account plan generation, churn-risk intervention, and CRM deal hygiene. Reach for it when reps spend too much time manually logging activity in Salesforce, when you need to catch a churn signal before the customer is already gone, when cold emails should go out automatically on a webhook trigger, or when deal data is perpetually out of date. Trigger: webhook. Integrations: Salesforce, Gmail, Slack. The scenarios cover the full revenue cycle — AI drafts outreach emails, updates CRM records, and fires Slack alerts on risk signals, with no manual handoffs between steps. The direction is outbound sales and retention, not inbound lead qualification. Best fit for revenue operations and sales teams running on the Salesforce + Gmail stack; teams using a different CRM will need to rewire the connectors before use.