The Process

Your AI Sales Rep in Three Steps

We configure Claude Desktop, Apollo, and your inbox into a unified prospecting engine. No technical expertise required — we handle everything from setup to optimization.

01

We connect Apollo to Claude Desktop

We connect Apollo directly inside Claude Desktop via OAuth using Model Context Protocol (MCP) Connectors — no API keys required. Once connected, we search the Apollo database using natural language instead of complex boolean filters.

Example Prompt

"Find me VP of Sales and Heads of Growth at SaaS companies in the US with 50-200 employees that raised funding in the last 6 months."

  • Apollo OAuth connection via Claude Connectors
  • Runs on our Apollo credits and plan limits
  • Natural language search — no SQL or boolean syntax
  • Results appear directly into your Gmail or Outlook Inbox and drafts
AI-Powered Marketing Development
02

Streamline Enrichment & Personalization

Once your prospect list is generated, Claude enriches each record and writes tailored messaging. It pulls verified emails, LinkedIn profiles, and recent company news — then drafts personalized icebreakers based on real data points like funding rounds, hiring announcements, and role changes.

Enrichment

Type "Enrich the top 50 matches to reveal verified emails, LinkedIn profiles, and recent company news."

Personalization

Claude reviews LinkedIn profiles and funding data to generate specific icebreakers for each prospect.

Lead Generation Analytics Interface
03

Integrate with Gmail & Outlook

Review AI-generated drafts to add the human touch, then send directly from your inbox. We track responses, handle follow-ups, and book meetings on your calendar.

Gmail

Claude generates customized email drafts and adds prospects to live cold email campaigns directly from the Claude interface, syncing with your Gmail.

Outlook

Claude for Outlook add-in places Claude directly in your inbox task pane — reference past threads, triage replies, and compose outbound without leaving Outlook.

Businessperson using laptop to manage projects
04

Works with HubSpot and ZOHO CRM

B2Bpipe integrates with your existing CRM workflow. Let's discuss a CRM integration and the extra costs associated with connecting with HubSpot and ZOHO CRMs.

CRM integration dashboard
Your Daily Workflow

Suggested Implementation

01

Define ICP

We'll work with you to set up your Ideal Customer Profile requirements in Claude to pull matching data from Apollo.

02

Execute Drafts

Claude generates highly specific email variants for your target personas based on their recent milestones, role changes, and company news.

03

Approve & Send

Review the generated drafts to maintain that critical human touch, then sync sends straight out of your connected Gmail or Outlook inbox.