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Sales & Marketing Automation

Sales teams waste hours on repetitive tasks: checking deal status, researching prospects, drafting follow-ups, and compiling performance reports. MCP Bundles automates these workflows so you can focus on building relationships and closing deals.

What this enables for sales teams​

Instead of: Manually checking CRM for stagnant deals, copying prospect info into research tools, drafting templated follow-ups, and pulling metrics from 5 different platforms.

You get: AI that monitors your entire sales stack 24/7, automatically identifies opportunities, drafts personalized outreach, and delivers actionable insights.

Real outcomes teams see​

  • 4-6 hours saved per week per sales rep
  • 30% more qualified leads through automated enrichment
  • 50% faster follow-up response times
  • Weekly performance reports that actually get read

Affinity - Relationship intelligence CRM​

36 tools for deal flow, contact management, and relationship tracking. Essential for sales teams using Affinity's relationship-first approach.

Why it matters: Affinity isn't just another CRM—it's relationship intelligence. AI can analyze deal flow patterns, identify relationship gaps, and suggest next-best-actions based on your entire contact network.

HubSpot - CRM + marketing automation​

5 tools covering contacts, deals, marketing campaigns, and email. Perfect for teams already invested in the HubSpot ecosystem.

Why it matters: HubSpot's automation engine becomes even more powerful when AI can trigger workflows, analyze campaign performance, and identify lead scoring opportunities in real-time.

Resend - Transactional email delivery​

18 tools for sending personalized emails, tracking delivery, managing domains, and monitoring analytics.

Why it matters: Cold templates become warm, personalized outreach. AI can draft contextually-aware emails, send them through your branded domain, and track engagement—all without leaving your chat interface.

Plausible - Privacy-first website analytics​

21 tools for traffic analysis, goal tracking, and conversion insights without compromising user privacy.

Why it matters: Sales teams need to understand which marketing channels drive qualified traffic. AI can analyze website behavior, correlate it with CRM data, and identify high-value visitor patterns.

Reddit Ads - Community-driven advertising​

24 tools for campaign management, audience targeting, budget optimization, and performance tracking.

Why it matters: Reddit's unique audience requires sophisticated targeting. AI can optimize campaigns, analyze community sentiment, and adjust targeting based on real-time performance data.

Example workflows you can implement​

Automated pipeline health monitoring​

The problem: Deals go stale because no one has time to manually check every lead's status and history.

AI solution:

"Review all deals in our pipeline. For any deal with no activity in 7+ days:
- Summarize the last interaction and why it stalled
- Propose 3 specific next actions with estimated close dates
- Draft a personalized follow-up email for each stakeholder"

What happens: AI scans your CRM, identifies at-risk deals, proposes strategic next steps, and drafts emails you can send with one click.

Lead enrichment and qualification​

The problem: New leads come in with minimal information, requiring manual research before outreach.

AI solution:

"Take this new lead: [contact info]. Research their company, role, and recent news.
Score them on a 1-10 scale for our ideal customer profile. If score > 7,
draft a personalized introduction email highlighting specific pain points we solve."

What happens: AI enriches the lead with current context, applies your qualification criteria, and prepares outreach that feels researched and personal.

Campaign performance intelligence​

The problem: Marketing and sales operate in silos—sales doesn't know which campaigns are driving qualified leads.

AI solution:

"Generate a weekly sales performance report:
- Closed deals by lead source this week vs last week
- Average deal size and velocity by campaign
- Top-performing content pieces and why they converted
- Recommendations for next week's prospecting focus"

What happens: AI connects your CRM, marketing analytics, and website data to provide actionable insights that actually drive sales strategy.

Getting started​

  1. Choose your primary CRM (Affinity or HubSpot recommended)
  2. Add email delivery (Resend for personalized outreach)
  3. Connect analytics (Plausible or Google Analytics for lead quality insights)
  4. Enable relevant bundles from the Bundles directory

Quick setup checklist​

  • Create MCP Bundles account
  • Connect primary CRM (Affinity/HubSpot)
  • Add email provider (Resend)
  • Set up analytics (Plausible/Google Analytics)
  • Configure AI client (Cursor, Claude Desktop, or ChatGPT)
  • Test with sample workflows above