How Proposify doubled inbound conversions with Cleanlist's automation playbook

The Challenge

Proposify's inbound process was manual and slow. When leads came in through HubSpot, AEs had to score and qualify each one themselves — researching company data, verifying contact info, and deciding who to prioritize.

Leads sat untouched for hours, sometimes days. By the time a rep reached out, the prospect had already talked to a competitor. The team knew speed-to-lead was killing their conversion rate but didn't have the tooling to fix it.

“Our AEs were doing ops work instead of selling. Every inbound lead was a manual research project before anyone picked up the phone.”

— Evan Santa, VP of Sales

The Solution

Proposify implemented Cleanlist's inbound automation playbook. Leads are now auto-captured from HubSpot the moment they come in and routed to Cleanlist for instant enrichment.

Cleanlist's AI agents score and qualify each lead automatically, enriching with verified emails, phones, company data, and ICP fit signals. Qualified leads are routed back to their CRM and assigned to specific AEs — all within minutes of the initial form submission.

The Results

Inbound deals doubled. With leads arriving pre-enriched, scored, and routed to the right rep instantly, Proposify's team started conversations while prospects were still engaged.

Conversion rates improved 30% as reps focused on selling instead of researching. Speed-to-lead dropped from hours to minutes, with perfect data quality on every single lead that hit the CRM.

“Speed to lead is now minutes with perfect data quality. We're generating 2x the inbound deals and converting 30% better.”

— Evan Santa, VP of Sales