Case study · SaaS

B2B SaaS Lead Gen · SaaS · Lead Gen

An SMS agent that qualifies leads and writes them to HubSpot.

A Twilio + HubSpot SMS agent that handles inbound qualification, books demos, and writes structured lead data back to the CRM in real time.

68%of inbound leads qualified without human touch

At a glance

Client
B2B SaaS Lead Gen · SaaS · Lead Gen
Headline metric
68% of inbound leads qualified without human touch
Deliverables
4 shipped to production
Stack
5+ tools across the build

The challenge, approach & outcome.

  1. Challenge

    A B2B SaaS was running paid SMS lead-gen at scale, but SDRs couldn't keep up with response time SLAs. Every minute past 5 minutes meant a conversion hit. They needed instant qualification with handoff to a human at the right moment.

  2. Approach

    Built an inbound + outbound SMS agent on Twilio, fronted by GPT-4o with tool calls into the lead-scoring model, HubSpot deal records, and a Calendly integration. Per-conversation memory, PII redaction at ingress, and a clean escalation path to an SDR the moment intent crossed a threshold.

  3. Outcome

    68% of leads now qualified without human touch, average time-to-booking down to 2.4 minutes, and the agent now handles ~110k conversations per week at 4.6/5 customer satisfaction.

of inbound leads qualified without human touch
68%
average time to qualified booking
2.4 min
conversations per week handled
110k

Deliverables

What we shipped.

  • SMS agent
  • HubSpot tool integration
  • Escalation routing
  • Live analytics dashboard

Stack

The tools we used.

  • Twilio
  • GPT-4o
  • HubSpot API
  • Node.js
  • Webhooks

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