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Template · 2 to 3 daysOutbound agenciesAccount-based sales teamsGrowth operators

Cross-Platform Bridge

Correlates signals across email, LinkedIn, and web to trigger the right next action at the right moment on the right channel.

Tool-interchange map · every layer is swappable

Cross-Platform BridgeMODULE · 2 TO 3 WEEKS · SIGNAL TO NEXT TOUCH01 · TRACK02 · CORRELATE03 · ROUTE04 · NOTIFY● DEFAULT● DEFAULT● DEFAULT● DEFAULTHubSpotDEFAULTClaude SonnetDEFAULTExpandiDEFAULTSlackDEFAULTOR SWAP IN vOR SWAP IN vOR SWAP IN vOR SWAP IN vClaySupabaseAirtablePostgresOpenAI GPT-4Gemini 2.5Rrule engineMistralSmartleadLemlistHeyReachApolloEEmailDiscordTeamsTelegramANY OF THESE 5ANY OF THESE 5ANY OF THESE 5ANY OF THESE 5LLM LAYERClaude · OpenAI · Gemini · Mistral · DeepSeekDATA LAYERHubSpot · Clay · Airtable · SupabaseALERT LAYERSlack · Email · Webhook · DiscordEvery signal on any platform triggers the right next touch.

What it does

A prospect opens your email, visits the pricing page, and views your LinkedIn profile in the same week. Three separate signals, three separate systems. This template correlates them into one engagement score and fires the right next action on the right channel at the right moment.

HubSpot holds the correlation layer. Claude decides the next action from a defined menu: LinkedIn DM, email follow-up, Slack ping to the account owner, or hold. Expandi or Smartlead executes the delivery.

The prospect never gets a generic follow-up. Every touch references a real signal.

Default tool stack

EEmail openHubSpotHubSpotCClaude SonnetLLinkedIn DMExpandiExpandi

Sample prompts

Time + scope

2 to 3 days

To ship

Fixed

Pricing model

Included

Source JSON

14 days

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