Multichannel (email+LI+call)
18 tools demoed performing this task — top clips for each.
lemlist1Dripify2Instantly5Apollo1Smartlead5Pipedrive9HeyReach6Close CRM6Reply.io7Expandi1ZoomInfo1Lead Loft1Outreach6Snov.io1Waalaxy2SmartReach.io1Salesloft4GoHighLevel2
lemlist
9:582:16Building a multichannel sequence in lemlistDemonstration of setting up an automated outreach sequence that combines LinkedIn steps with email follow-ups.@lemlist
Dripify
1:595:45Building a multichannel outreach sequenceDemonstrates the drag-and-drop sequence builder to combine LinkedIn connection requests, profile views, and email follow-ups with conditional logic.@dripify-app
13:186:31Building a multichannel sequence in DripifyA step-by-step walkthrough of creating a custom campaign that combines LinkedIn connection requests, messages, and cold emails with automated delays.@VincentRobinB2B
Instantly
7:301:03Managing replies with UniboxDemonstrates the Unibox feature where all replies from different email accounts are centralized for easy management.Patrick Walsh
36:052:33Managing replies in the UniboxDemonstrates the centralized Unibox feature for viewing and responding to replies from all connected email accounts.@MichaelGardinerB2B
18:001:51Manage replies and opportunities in Instantly UniboxShows the Unibox interface for managing incoming replies, tagging interested leads, and tracking conversion opportunities.@InstantlyAI- Watch 5 Instantly demos →
Apollo
14:141:18Setting up LinkedIn automation steps in Apollo sequencesShows the different LinkedIn-specific tasks available in Apollo sequences, including connection requests, messages, and profile view reminders.@apolloio
Smartlead
16:182:35Managing replies in the Master InboxA walkthrough of the centralized Master Inbox where users can categorize leads, snooze conversations, and reply to prospects.@matthewlucero
16:182:35Managing replies in the Master InboxShows how to manage all incoming replies from one centralized inbox, including lead categorization and snoozing conversations.@smartleadai
31:272:33Using the Master Inbox for Lead ManagementShows the Master Inbox feature where users can view all replies, filter by sentiment (e.g., interested), and respond to prospects directly.Alex Zartarian- Watch 5 Smartlead demos →
Pipedrive
32:582:53Scheduling sales activities and notesDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.@minor-co
5:052:28Scheduling next-step activities in PipedriveA walkthrough of setting up proactive activities like calls and texts within a deal to ensure no prospect is left without a scheduled next step.@minor-co
10:021:54Setting Up Sales AutomationsA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.@niksjansonsfromlatvia- Watch 9 Pipedrive demos →
HeyReach
1:01:282:40Managing LinkedIn conversations in a Unified InboxShows the HeyReach unified inbox where users can manage messages from multiple LinkedIn accounts and tag prospects.@heyreach
9:165:36Building a LinkedIn outreach sequence with inbox rotationDemonstrates setting up a campaign sequence including connection requests, personalized messages with variables, and follow-up steps while rotating between multiple sender accounts.@heyreach
18:343:31Managing the Unified InboxDemonstrates the master inbox feature where users can monitor and reply to messages from all connected LinkedIn accounts in one place.@Tim-Yakubson- Watch 6 HeyReach demos →
Close CRM
16:393:22Creating multichannel follow-up campaignsDemonstration of setting up a Smart View to segment leads for automated email campaigns and manual phone call tasks within the Close interface.@CloseDr
4:140:55Making calls and sending messages in CloseShows the interface for initiating phone calls and SMS messages directly from a lead's timeline.@JordanRPark
5:314:01Building a Multichannel WorkflowA step-by-step walkthrough of building a workflow cadence that combines email threads and SMS messages with specific time delays.@JordanRPark- Watch 6 Close CRM demos →
Expandi
19:342:39Managing LinkedIn replies and lead taggingShows the Expandi smart inbox where users can reply to prospects and tag them based on interest level.@VincentRobinB2B
ZoomInfo
20:453:21Multi-threading and Sequence ManagementWalks through identifying multiple decision-makers at an account and adding them to a multi-step outreach sequence.@ZoomInformation
Lead Loft
1:330:54Build a multichannel AI playbookShows the generation of a multichannel sequence including email, LinkedIn steps, and cold calling tasks using AI.@leadloft
Outreach
0:391:35Managing multi-threaded account engagementDavid shows the account view in Outreach to monitor engagement levels and identify if an account is multi-threaded with multiple stakeholders.@OutreachYouTube
1:061:58Managing daily tasks and pipeline in OutreachGrace shows how she uses the Outreach dashboard to prioritize tasks, sync items, and track the progress of specific opportunities in her pipeline.@OutreachYouTube
5:253:27Prospecting and sequence managementThe demo covers replying to prospects, tagging accounts, and managing sequences to maintain engagement with high-priority customers.@OutreachYouTube- Watch 6 Outreach demos →
Snov.io
4:191:45Building a multichannel sequence in Snov.ioThe video demonstrates how to set up an automated sequence that combines LinkedIn connection requests with follow-up email delays.@Snovio
Waalaxy
8:420:28Managing conversations in Waalaxy InboxBriefly shows the unified inbox feature for managing LinkedIn conversations across multiple accounts in one interface.@salesforge
23:456:59Set up a multichannel outreach campaignStep-by-step walkthrough of creating a sequence that includes LinkedIn connection requests, messages, and follow-up emails.Vincent Robin
SmartReach.io
1:391:00Building a multichannel sequenceDemonstrates adding LinkedIn connection requests and conditional follow-up steps (like calls or messages) into a campaign workflow.@SmartReachio
Salesloft
0:381:59Automate meeting follow-ups with Rhythm PlaysThe video shows how to use Salesloft Rhythm to trigger a pre-populated follow-up email action immediately after a meeting ends.@Salesloft
0:464:14AI-driven meeting follow-up in SalesloftThe demo shows how Salesloft's Conversation Intelligence pulls key moments, competitor mentions, and action items from a recorded meeting to generate follow-up email tasks.@Salesloft
0:471:39Set up individual and team goals in SalesloftThe video demonstrates how to navigate to the coaching module and set specific metrics for accounts, cadences, and emails sent on a weekly or monthly basis.@Salesloft- Watch 4 Salesloft demos →
GoHighLevel
41:522:38Set up Review Balancing for Google and FacebookShows how to configure review balancing to split incoming reviews between Google and Facebook to maintain a balanced online presence.@ericbaykes
59:3513:10Build a Complex Review Automation WorkflowDemonstrates a sophisticated automation tree that branches based on whether a customer has a phone number, uses WhatsApp, or is an international client to ensure review requests are delivered.@ericbaykes
Dripify
Instantly
Smartlead
Pipedrive
HeyReach
Close CRM
Reply.io
Expandi
Lead Loft
Outreach
Snov.io
Salesloft
GoHighLevel

