| name | Count Outbound-Ready Leads |
| description | Count and segment leads ready for outbound — high-intent prospects from your sales process. Filter by company size, industry, stage, and conversation context. Trigger on: how many leads can we call, callable leads, outbound pipeline, lead count, ready to call, working leads. |
| dependencies | [] |
| connectors | [{"name":"HubSpot","reason":"Import deal stages, pipeline contacts, lead scoring, and custom properties to identify callable leads at scale"},{"name":"Salesforce","reason":"Pull opportunity stages, account records, and lead scoring to find prospects ready for direct outreach"},{"name":"Gmail","reason":"Track email engagement patterns to verify leads are responding and receptive to outreach"},{"name":"Slack","reason":"Push real-time callable lead counts and summaries to sales channels for team alignment"}] |
| author | Harmony |
| version | 1.0.0 |
| icon | sparkles |
| cover | |
| screenshots | [] |
| category | Sales |
Purpose
Identify and count leads that are ready for outbound sales engagement — prospects who have shown explicit interest, fit your ICP, and are at the right stage in your process. The count is grounded in real conversation data when available (discovery calls, emails, prior meetings in Harmony), and works from CRM data or direct lead lists when it's not. Helps sales leaders quickly answer "How many callable leads do we have right now?" and "Who should we focus on this week?"
When to Use
- Weekly sales huddle — leadership wants to know the size of the callable opportunity pool
- Planning an outbound blitz or campaign — determine team capacity and lead volume
- Evaluating pipeline health — identify which accounts/segments have the most momentum
- Quarterly planning — assess growth potential based on callable lead supply
- After a campaign or event — quickly count warm inbound leads worth immediate follow-up
- Mid-month pipeline check — see if you're on track to hit outbound targets
Instructions
1. Gather context
Start by asking what filters matter most:
- What's your definition of "callable"? (Lead stage in CRM, intent signal, conversation history, time since last touch?)
- What's your ICP? (Company size, industry, role/seniority, geography?)
- What data sources are available? (HubSpot, Salesforce, custom lists, Harmony conversations?)
- What's the time window? (Last 7 days, last 30 days, all time?)
If Harmony conversation data exists, pull:
- Recent discovery calls, product demos, or exploratory meetings with prospects
- Email threads showing engagement or objections
- Accounts mentioned in sales calls with buying intent
- Conversation sentiment to gauge lead quality
2. Define "callable" criteria
Establish what qualifies a lead as callable for your team:
Explicit signals (must-haves):
- CRM stage indicates active pipeline (e.g., "qualified," "opportunity," "proposal")
- Lead was contacted in last 14 days or replied to outreach
- Role is a decision maker or strong influencer
- Company size matches ICP
Intent signals (nice-to-haves):
- Downloaded content or attended webinar
- Demo request or pricing inquiry
- Responded to previous email or call
- Conversation indicates need or pain point
3. Pull and segment the data
Gather lead lists from your source (HubSpot, Salesforce, or provided list):
