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Pipe & Signal

Pipeline reporting

See which signals turn into meetings and pipeline

Replies and meetings often stay in the sending tool. This workflow writes them back to the CRM, links each one to its signal and posts a weekly summary to Slack.

Send a scoping brief

Sfrom $3,000 · £2,400

Indicative price. You get a fixed quote after the brief.

Trigger

You run outbound but cannot say which signal or sequence made the pipeline.

How the pipeline reporting workflow runs

  1. 01

    Send

    Collect

    A job reads replies and meetings from your sending tools and calendar links.

  2. 02

    Report

    Match

    Each reply links to the contact, the account and the first signal.

  3. 03

    Report

    Write back

    Activities and deal sources write to the CRM.

  4. 04

    Report

    Summarise

    A weekly Slack post shows replies, meetings and pipeline by signal and by sequence.

Tools

  • Instantly, Smartlead or HeyReach
  • HubSpot, Salesforce or Attio
  • Slack

Data in

  • Sending tool API keys
  • CRM access
  • Your deal stages

Data out

  • Replies and meetings in the CRM
  • A source field on each deal
  • A weekly Slack summary

You own

  • The sync job
  • The source rules
  • The report

Code or Clay?

Code, because it joins data from several tools on a schedule.

See the GTM tech stack by layer and Clay vs Claude Code.

Price: size S, from $3,000

Small: One workflow on a stack you already have. One data source, one destination.

From $3,000 · £2,400 as a single build. Indicative price. You get a fixed quote after the brief.

GTM engineering pricing by size

You can buy this workflow alone at size S. It is also part of this larger build:

Seed to Series B B2B SaaS

L

Owned lead machine

All 7 steps, from list to report, built as code in your own repo.

from $12,000£9,600 per build

  • List, enrichment, signals, AI research, routing, sending and reporting.
  • A repo in your GitHub with scheduled jobs and a database.
  • Direct calls to vendor APIs, with no per-row platform fee from us.
  • Tests, a cost log for every run, and a runbook.

Outcome You own a working lead machine and the code that runs it.