Operational trigger received from salesforce for OmniChannel Inc ($53k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($286k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00355 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00355", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00355)


LLMs generate pleasant summaries but omit structured follow-up dates or invent uncommitted action items without schema validation.

Requires temporal validation: `follow_up_date >= current_date()` and mandatory next_step presence.

Hard schema validation: reject updates missing `next_step` or where `follow_up_date < current_date()`.

Complete the opportunity record after a customer meeting

Operational trigger received from salesforce for Sentinel Networks ($98k ARR)

next_step is required
follow_up_date must be in the future

webhook.listener.onEvent(source="salesforce", entity="Sentinel Networks", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Sentinel Networks

[00:12:45] Rep: "We'll send over the SOC-2 Type II report."
[00:13:02] VP Eng: "Great, schedule the infosec review for next Tuesday."

VP Engineering
Director of IT
Enterprise AE

AI meeting transcript scanned for Sentinel Networks: identified next steps, SOC-2 request & follow-up dates

Deliver SOC-2 Type II report and arrange infosec architecture review

Extracted explicit next step for Sentinel Networks: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Deliver SOC-2 report and schedule infosec review

Drafted executive opportunity summary for Sentinel Networks ($164k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Sentinel Networks. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Architecture
Infosec
Procurement timeline

Salesforce Opportunity #crm_00356 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00356", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Sentinel Networks team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Sentinel Networks Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00356)


Operational trigger received from salesforce for Apex Retail Group ($456k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($80k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Apex Retail Group. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00357 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00357", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00357)


Operational trigger received from salesforce for FinTech Global ($380k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($183k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for FinTech Global. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00358 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00358", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00358)


Operational trigger received from salesforce for FinTech Global ($396k ARR)

Drafted executive opportunity summary for FinTech Global ($72k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00359 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00359", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00359)


Operational trigger received from salesforce for Vertex Cyber ($400k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vertex Cyber", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($267k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Vertex Cyber. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00360 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00360", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vertex Cyber Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00360)


Operational trigger received from salesforce for Beacon Energy ($251k ARR)

webhook.listener.onEvent(source="salesforce", entity="Beacon Energy", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Beacon Energy

AI meeting transcript scanned for Beacon Energy: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Beacon Energy: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Beacon Energy ($359k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Beacon Energy. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00361 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00361", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Beacon Energy team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Beacon Energy Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00361)


Operational trigger received from salesforce for Pinnacle Media ($336k ARR)

webhook.listener.onEvent(source="salesforce", entity="Pinnacle Media", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Pinnacle Media

AI meeting transcript scanned for Pinnacle Media: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Pinnacle Media: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Pinnacle Media ($324k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Pinnacle Media. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00362 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00362", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Pinnacle Media team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Pinnacle Media Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00362)


Operational trigger received from salesforce for FinTech Global ($182k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($431k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00363 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00363", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

Workflow execution cycle finalized and verified for FinTech Global (#crm_00363)


Operational trigger received from salesforce for Acme Health Systems ($72k ARR)

webhook.listener.onEvent(source="salesforce", entity="Acme Health Systems", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($335k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Acme Health Systems. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00364 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00364", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Acme Health Systems Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00364)


Operational trigger received from salesforce for Pinnacle Media ($146k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Pinnacle Media

AI meeting transcript scanned for Pinnacle Media: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Pinnacle Media: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Pinnacle Media ($219k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00365 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00365", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Pinnacle Media team on 2026-03-24

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00365)


Operational trigger received from salesforce for CloudScale Data ($151k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($263k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for CloudScale Data. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00366 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00366", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00366)


Operational trigger received from salesforce for Apex Retail Group ($399k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($401k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00367 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00367", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00367)


Operational trigger received from salesforce for Meridian Logistics ($129k ARR)

webhook.listener.onEvent(source="salesforce", entity="Meridian Logistics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Meridian Logistics

AI meeting transcript scanned for Meridian Logistics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Meridian Logistics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Meridian Logistics ($288k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Meridian Logistics. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00368 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00368", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Meridian Logistics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Meridian Logistics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00368)


Operational trigger received from salesforce for Pinnacle Media ($298k ARR)

webhook.listener.onEvent(source="salesforce", entity="Pinnacle Media", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Pinnacle Media

AI meeting transcript scanned for Pinnacle Media: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Pinnacle Media: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Pinnacle Media ($269k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00369 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00369", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Pinnacle Media team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Pinnacle Media Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00369)


Operational trigger received from salesforce for Meridian Logistics ($358k ARR)

Drafted executive opportunity summary for Meridian Logistics ($219k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00370 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00370", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00370)


Operational trigger received from salesforce for Pinnacle Media ($150k ARR)

Drafted executive opportunity summary for Pinnacle Media ($242k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00371 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00371", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00371)


Operational trigger received from salesforce for Catalyst Software ($384k ARR)

webhook.listener.onEvent(source="salesforce", entity="Catalyst Software", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($386k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Catalyst Software. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00372 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00372", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Catalyst Software Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00372)


Operational trigger received from salesforce for CloudScale Data ($414k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($104k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00373 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00373", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00373)


Operational trigger received from salesforce for Apex Retail Group ($232k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($409k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00374 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00374", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00374)


Operational trigger received from salesforce for Stripe Technologies ($289k ARR)

webhook.listener.onEvent(source="salesforce", entity="Stripe Technologies", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($101k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Stripe Technologies. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00375 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00375", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Stripe Technologies Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00375)


Operational trigger received from salesforce for Stripe Technologies ($195k ARR)

Drafted executive opportunity summary for Stripe Technologies ($209k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00376 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00376", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00376)


Operational trigger received from salesforce for Vertex Cyber ($269k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vertex Cyber", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($121k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00377 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00377", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vertex Cyber Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00377)


Operational trigger received from salesforce for Stripe Technologies ($406k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($365k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00378 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00378", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00378)


Operational trigger received from salesforce for Apex Retail Group ($190k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($139k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00379 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00379", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00379)


Operational trigger received from salesforce for Pinnacle Media ($97k ARR)

webhook.listener.onEvent(source="salesforce", entity="Pinnacle Media", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Pinnacle Media

AI meeting transcript scanned for Pinnacle Media: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Pinnacle Media: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Pinnacle Media ($98k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00380 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00380", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Pinnacle Media team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Pinnacle Media Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00380)


Operational trigger received from salesforce for Catalyst Software ($103k ARR)

webhook.listener.onEvent(source="salesforce", entity="Catalyst Software", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($274k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00381 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00381", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Catalyst Software Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00381)


Operational trigger received from salesforce for Pinnacle Media ($122k ARR)

Drafted executive opportunity summary for Pinnacle Media ($229k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00382 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00382", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00382)


Operational trigger received from salesforce for OmniChannel Inc ($88k ARR)

webhook.listener.onEvent(source="salesforce", entity="OmniChannel Inc", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at OmniChannel Inc

AI meeting transcript scanned for OmniChannel Inc: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for OmniChannel Inc: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for OmniChannel Inc ($327k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for OmniChannel Inc. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00383 updated for OmniChannel Inc: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00383", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for OmniChannel Inc team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"OmniChannel Inc Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for OmniChannel Inc (#crm_00383)


Operational trigger received from salesforce for Stripe Technologies ($53k ARR)

webhook.listener.onEvent(source="salesforce", entity="Stripe Technologies", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($90k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00384 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00384", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Stripe Technologies Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00384)


Operational trigger received from salesforce for Apex Retail Group ($176k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($236k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00385 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00385", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00385)


Operational trigger received from salesforce for Pinnacle Media ($416k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Pinnacle Media

AI meeting transcript scanned for Pinnacle Media: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Pinnacle Media: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Pinnacle Media ($443k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00386 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00386", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Pinnacle Media team on 2026-03-24

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00386)


Operational trigger received from salesforce for Vanguard Financial ($421k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vanguard Financial", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vanguard Financial

AI meeting transcript scanned for Vanguard Financial: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vanguard Financial: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vanguard Financial ($173k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Vanguard Financial. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00387 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00387", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vanguard Financial team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vanguard Financial Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00387)


Operational trigger received from salesforce for Sentinel Networks ($232k ARR)

webhook.listener.onEvent(source="salesforce", entity="Sentinel Networks", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Sentinel Networks

AI meeting transcript scanned for Sentinel Networks: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Sentinel Networks: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Sentinel Networks ($276k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00388 updated for Sentinel Networks: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00388", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Sentinel Networks team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Sentinel Networks Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00388)


Operational trigger received from salesforce for NovaBio Labs ($179k ARR)

webhook.listener.onEvent(source="salesforce", entity="NovaBio Labs", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at NovaBio Labs

AI meeting transcript scanned for NovaBio Labs: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for NovaBio Labs: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for NovaBio Labs ($360k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for NovaBio Labs. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00389 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00389", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for NovaBio Labs team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"NovaBio Labs Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00389)


Operational trigger received from salesforce for Vertex Cyber ($91k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vertex Cyber", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vertex Cyber

AI meeting transcript scanned for Vertex Cyber: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vertex Cyber: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vertex Cyber ($153k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00390 updated for Vertex Cyber: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00390", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vertex Cyber team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vertex Cyber Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00390)


Operational trigger received from salesforce for Stripe Technologies ($148k ARR)

webhook.listener.onEvent(source="salesforce", entity="Stripe Technologies", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($317k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00391 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00391", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Stripe Technologies Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00391)


Operational trigger received from salesforce for Pinnacle Media ($326k ARR)

webhook.listener.onEvent(source="salesforce", entity="Pinnacle Media", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Pinnacle Media

AI meeting transcript scanned for Pinnacle Media: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Pinnacle Media: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Pinnacle Media ($65k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00392 updated for Pinnacle Media: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00392", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Pinnacle Media team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Pinnacle Media Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00392)


Operational trigger received from salesforce for Stripe Technologies ($76k ARR)

Drafted executive opportunity summary for Stripe Technologies ($406k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00393 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00393", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00393)


Operational trigger received from salesforce for CloudScale Data ($114k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($281k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00394 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00394", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00394)


Operational trigger received from salesforce for Beacon Energy ($226k ARR)

webhook.listener.onEvent(source="salesforce", entity="Beacon Energy", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Beacon Energy

AI meeting transcript scanned for Beacon Energy: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Beacon Energy: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Beacon Energy ($309k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00395 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00395", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Beacon Energy team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Beacon Energy Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00395)


Operational trigger received from salesforce for Vanguard Financial ($461k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vanguard Financial", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vanguard Financial

AI meeting transcript scanned for Vanguard Financial: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vanguard Financial: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vanguard Financial ($450k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00396 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00396", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vanguard Financial team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vanguard Financial Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00396)


Operational trigger received from salesforce for Stripe Technologies ($412k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Stripe Technologies

AI meeting transcript scanned for Stripe Technologies: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Stripe Technologies: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Stripe Technologies ($114k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00397 updated for Stripe Technologies: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00397", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Stripe Technologies team on 2026-03-24

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00397)


Operational trigger received from salesforce for Apex Retail Group ($232k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($61k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00398 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00398", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00398)


Operational trigger received from salesforce for FinTech Global ($86k ARR)

webhook.listener.onEvent(source="salesforce", entity="FinTech Global", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($218k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00399 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00399", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"FinTech Global Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00399)


Operational trigger received from salesforce for CloudScale Data ($160k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($329k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00400 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00400", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00400)


Operational trigger received from salesforce for Acme Health Systems ($360k ARR)

webhook.listener.onEvent(source="salesforce", entity="Acme Health Systems", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Acme Health Systems

AI meeting transcript scanned for Acme Health Systems: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Acme Health Systems: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Acme Health Systems ($451k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00401 updated for Acme Health Systems: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00401", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Acme Health Systems team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Acme Health Systems Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00401)


Operational trigger received from salesforce for Catalyst Software ($182k ARR)

webhook.listener.onEvent(source="salesforce", entity="Catalyst Software", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($239k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00402 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00402", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Catalyst Software Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00402)


Operational trigger received from salesforce for FinTech Global ($446k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at FinTech Global

AI meeting transcript scanned for FinTech Global: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for FinTech Global: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for FinTech Global ($312k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00403 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00403", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for FinTech Global team on 2026-03-24

Workflow execution cycle finalized and verified for FinTech Global (#crm_00403)


Operational trigger received from salesforce for Apex Retail Group ($187k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($307k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00404 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00404", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00404)


Operational trigger received from salesforce for FinTech Global ($388k ARR)

Drafted executive opportunity summary for FinTech Global ($226k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00405 updated for FinTech Global: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00405", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for FinTech Global (#crm_00405)


Operational trigger received from salesforce for CloudScale Data ($305k ARR)

webhook.listener.onEvent(source="salesforce", entity="CloudScale Data", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at CloudScale Data

AI meeting transcript scanned for CloudScale Data: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for CloudScale Data: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for CloudScale Data ($221k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00406 updated for CloudScale Data: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00406", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for CloudScale Data team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"CloudScale Data Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00406)


Operational trigger received from salesforce for Aura Therapeutics ($333k ARR)

webhook.listener.onEvent(source="salesforce", entity="Aura Therapeutics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Aura Therapeutics

AI meeting transcript scanned for Aura Therapeutics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Aura Therapeutics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Aura Therapeutics ($238k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Aura Therapeutics. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00407 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00407", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Aura Therapeutics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Aura Therapeutics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00407)


Operational trigger received from salesforce for Nexus AI ($398k ARR)

webhook.listener.onEvent(source="salesforce", entity="Nexus AI", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Nexus AI

AI meeting transcript scanned for Nexus AI: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Nexus AI: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Nexus AI ($124k ARR) with pricing timeline and stakeholder map

Summary: Sync with VP Eng confirmed technical fit for Nexus AI. Action required: deliver SOC-2 report before procurement sign-off on 2026-03-24.

Salesforce Opportunity #crm_00408 updated for Nexus AI: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00408", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Nexus AI team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Nexus AI Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Nexus AI (#crm_00408)


Operational trigger received from salesforce for Aura Therapeutics ($294k ARR)

Drafted executive opportunity summary for Aura Therapeutics ($47k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00409 updated for Aura Therapeutics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00409", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Aura Therapeutics (#crm_00409)


Operational trigger received from salesforce for Catalyst Software ($83k ARR)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Catalyst Software

AI meeting transcript scanned for Catalyst Software: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Catalyst Software: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Catalyst Software ($391k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00410 updated for Catalyst Software: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00410", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Catalyst Software team on 2026-03-24

Workflow execution cycle finalized and verified for Catalyst Software (#crm_00410)


Operational trigger received from salesforce for Beacon Energy ($332k ARR)

webhook.listener.onEvent(source="salesforce", entity="Beacon Energy", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Beacon Energy

AI meeting transcript scanned for Beacon Energy: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Beacon Energy: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Beacon Energy ($211k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00411 updated for Beacon Energy: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00411", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Beacon Energy team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Beacon Energy Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00411)


Operational trigger received from salesforce for Meridian Logistics ($281k ARR)

webhook.listener.onEvent(source="salesforce", entity="Meridian Logistics", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Meridian Logistics

AI meeting transcript scanned for Meridian Logistics: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Meridian Logistics: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Meridian Logistics ($269k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00412 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00412", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Meridian Logistics team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Meridian Logistics Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00412)


Operational trigger received from salesforce for NovaBio Labs ($411k ARR)

webhook.listener.onEvent(source="salesforce", entity="NovaBio Labs", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at NovaBio Labs

AI meeting transcript scanned for NovaBio Labs: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for NovaBio Labs: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for NovaBio Labs ($291k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00413 updated for NovaBio Labs: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00413", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for NovaBio Labs team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"NovaBio Labs Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00413)


Operational trigger received from salesforce for Meridian Logistics ($240k ARR)

Drafted executive opportunity summary for Meridian Logistics ($370k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00414 updated for Meridian Logistics: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00414", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00414)


Operational trigger received from salesforce for Apex Retail Group ($89k ARR)

webhook.listener.onEvent(source="salesforce", entity="Apex Retail Group", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Apex Retail Group

AI meeting transcript scanned for Apex Retail Group: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Apex Retail Group: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Apex Retail Group ($302k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00415 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00415", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Apex Retail Group team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Apex Retail Group Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00415)


Operational trigger received from salesforce for Vanguard Financial ($366k ARR)

webhook.listener.onEvent(source="salesforce", entity="Vanguard Financial", payload_bytes=1420)

Customer call completed: 45m Executive sync with VP Engineering & Procurement at Vanguard Financial

AI meeting transcript scanned for Vanguard Financial: identified next steps, SOC-2 request & follow-up dates

Extracted explicit next step for Vanguard Financial: 'Deliver SOC-2 report and schedule security review by next Tuesday'

Drafted executive opportunity summary for Vanguard Financial ($104k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00416 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00416", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Follow-up calendar invite and automated reminder scheduled for Vanguard Financial team on 2026-03-24

google_calendar.events.insert(calendarId="primary", event={"summary":"Vanguard Financial Infosec Review","start":"2026-03-24T15:00:00Z"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00416)


Operational trigger received from salesforce for Apex Retail Group ($350k ARR)

Drafted executive opportunity summary for Apex Retail Group ($406k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00417 updated for Apex Retail Group: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00417", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00417)


Operational trigger received from salesforce for Vanguard Financial ($448k ARR)

Drafted executive opportunity summary for Vanguard Financial ($58k ARR) with pricing timeline and stakeholder map

Salesforce Opportunity #crm_00418 updated for Vanguard Financial: Stage set to 'Technical Review', Next Step saved

salesforce.api.updateRecord(object="Opportunity", id="006_crm_00418", fields={"StageName":"Technical Evaluation","NextStep":"Deliver SOC-2"})

Workflow execution cycle finalized and verified for Vanguard Financial (#crm_00418)


Qualify an inbound lead and recommend the next sales action

Operational trigger received from hubspot for Acme Health Systems ($433k ARR)

do not infer employee count without evidence

webhook.listener.onEvent(source="hubspot", entity="Acme Health Systems", payload_bytes=1420)

Inbound inquiry from CTO at Acme Health Systems: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@acmehealthsystems.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Acme Health Systems: no active duplicate opportunities found

Clearbit enrichment fetched for Acme Health Systems: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Acme Health Systems: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Acme Health Systems: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00419", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Acme Health Systems: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Acme Health Systems Enterprise", pipeline="Sales", stage="Discovery", amount=326892)

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00419)


Operational trigger received from hubspot for Apex Retail Group ($103k ARR)

webhook.listener.onEvent(source="hubspot", entity="Apex Retail Group", payload_bytes=1420)

Inbound inquiry from CTO at Apex Retail Group: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@apexretailgroup.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Apex Retail Group: no active duplicate opportunities found

Clearbit enrichment fetched for Apex Retail Group: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Apex Retail Group: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Apex Retail Group: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00420", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Apex Retail Group: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Apex Retail Group Enterprise", pipeline="Sales", stage="Discovery", amount=223699)

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00420)


Operational trigger received from hubspot for Apex Retail Group ($406k ARR)

hubspot.api.createNote(objectId="hs_crm_00421", body="Tier 1 Enterprise qualified by automated engine")

hubspot.api.createDeal(dealname="Apex Retail Group Enterprise", pipeline="Sales", stage="Discovery", amount=88462)

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00421)


Operational trigger received from hubspot for Beacon Energy ($453k ARR)

webhook.listener.onEvent(source="hubspot", entity="Beacon Energy", payload_bytes=1420)

Inbound inquiry from CTO at Beacon Energy: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@beaconenergy.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Beacon Energy: no active duplicate opportunities found

Clearbit enrichment fetched for Beacon Energy: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Beacon Energy: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Beacon Energy: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00422", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Beacon Energy: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Beacon Energy Enterprise", pipeline="Sales", stage="Discovery", amount=435644)

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00422)


Operational trigger received from hubspot for NovaBio Labs ($291k ARR)

webhook.listener.onEvent(source="hubspot", entity="NovaBio Labs", payload_bytes=1420)

Inbound inquiry from CTO at NovaBio Labs: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@novabiolabs.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for NovaBio Labs: no active duplicate opportunities found

Clearbit enrichment fetched for NovaBio Labs: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for NovaBio Labs: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for NovaBio Labs: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00423", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for NovaBio Labs: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="NovaBio Labs Enterprise", pipeline="Sales", stage="Discovery", amount=341658)

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00423)


Operational trigger received from hubspot for Beacon Energy ($297k ARR)

Inbound inquiry from CTO at Beacon Energy: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Beacon Energy: no active duplicate opportunities found

Clearbit enrichment fetched for Beacon Energy: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Beacon Energy: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Beacon Energy: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00424", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Beacon Energy: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Beacon Energy Enterprise", pipeline="Sales", stage="Discovery", amount=102495)

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00424)


Operational trigger received from hubspot for Sentinel Networks ($299k ARR)

webhook.listener.onEvent(source="hubspot", entity="Sentinel Networks", payload_bytes=1420)

Inbound inquiry from CTO at Sentinel Networks: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@sentinelnetworks.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Sentinel Networks: no active duplicate opportunities found

Clearbit enrichment fetched for Sentinel Networks: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Sentinel Networks: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Sentinel Networks: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00425", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Sentinel Networks: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Sentinel Networks Enterprise", pipeline="Sales", stage="Discovery", amount=95653)

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00425)


Operational trigger received from hubspot for NovaBio Labs ($173k ARR)

Inbound inquiry from CTO at NovaBio Labs: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for NovaBio Labs: no active duplicate opportunities found

Clearbit enrichment fetched for NovaBio Labs: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for NovaBio Labs: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for NovaBio Labs: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00426", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for NovaBio Labs: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="NovaBio Labs Enterprise", pipeline="Sales", stage="Discovery", amount=55702)

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00426)


Fails Blind Automation (Needs Human Prompt)

Transcript omitted explicit owner commitment or follow-up date; blind automation would write blank or null fields.

Missing telemetry fields require automated clarification prompt to meeting host rather than silent fallback.

Validation circuit-breaker: halt automated write and dispatch Slack clarification prompt to rep.

Operational trigger received from hubspot for Pinnacle Media ($270k ARR)

webhook.listener.onEvent(source="hubspot", entity="Pinnacle Media", payload_bytes=1420)

Inbound inquiry from CTO at Pinnacle Media: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@pinnaclemedia.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Pinnacle Media: no active duplicate opportunities found

Clearbit enrichment fetched for Pinnacle Media: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Pinnacle Media: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Pinnacle Media: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00427", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Pinnacle Media: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Pinnacle Media Enterprise", pipeline="Sales", stage="Discovery", amount=69470)

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00427)


Operational trigger received from hubspot for CloudScale Data ($179k ARR)

webhook.listener.onEvent(source="hubspot", entity="CloudScale Data", payload_bytes=1420)

Inbound inquiry from CTO at CloudScale Data: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@cloudscaledata.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for CloudScale Data: no active duplicate opportunities found

Clearbit enrichment fetched for CloudScale Data: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for CloudScale Data: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for CloudScale Data: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00428", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for CloudScale Data: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="CloudScale Data Enterprise", pipeline="Sales", stage="Discovery", amount=85045)

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00428)


Operational trigger received from hubspot for Beacon Energy ($368k ARR)

webhook.listener.onEvent(source="hubspot", entity="Beacon Energy", payload_bytes=1420)

Inbound inquiry from CTO at Beacon Energy: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Beacon Energy: no active duplicate opportunities found

Clearbit enrichment fetched for Beacon Energy: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Beacon Energy: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Beacon Energy: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00429", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Beacon Energy: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Beacon Energy Enterprise", pipeline="Sales", stage="Discovery", amount=462057)

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00429)


Operational trigger received from hubspot for Nexus AI ($438k ARR)

webhook.listener.onEvent(source="hubspot", entity="Nexus AI", payload_bytes=1420)

Inbound inquiry from CTO at Nexus AI: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@nexusai.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Nexus AI: no active duplicate opportunities found

Clearbit enrichment fetched for Nexus AI: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Nexus AI: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Nexus AI: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00430", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Nexus AI: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Nexus AI Enterprise", pipeline="Sales", stage="Discovery", amount=147279)

Workflow execution cycle finalized and verified for Nexus AI (#crm_00430)


Operational trigger received from hubspot for Stripe Technologies ($427k ARR)

webhook.listener.onEvent(source="hubspot", entity="Stripe Technologies", payload_bytes=1420)

Inbound inquiry from CTO at Stripe Technologies: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@stripetechnologies.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Stripe Technologies: no active duplicate opportunities found

Clearbit enrichment fetched for Stripe Technologies: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Stripe Technologies: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Stripe Technologies: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00431", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Stripe Technologies: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Stripe Technologies Enterprise", pipeline="Sales", stage="Discovery", amount=268327)

Workflow execution cycle finalized and verified for Stripe Technologies (#crm_00431)


Operational trigger received from hubspot for Sentinel Networks ($450k ARR)

webhook.listener.onEvent(source="hubspot", entity="Sentinel Networks", payload_bytes=1420)

Inbound inquiry from CTO at Sentinel Networks: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Sentinel Networks: no active duplicate opportunities found

Clearbit enrichment fetched for Sentinel Networks: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Sentinel Networks: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Sentinel Networks: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00432", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Sentinel Networks: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Sentinel Networks Enterprise", pipeline="Sales", stage="Discovery", amount=463233)

Workflow execution cycle finalized and verified for Sentinel Networks (#crm_00432)


Operational trigger received from hubspot for Beacon Energy ($329k ARR)

Inbound inquiry from CTO at Beacon Energy: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Beacon Energy: no active duplicate opportunities found

Clearbit enrichment fetched for Beacon Energy: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Beacon Energy: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Beacon Energy: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00433", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Beacon Energy: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Beacon Energy Enterprise", pipeline="Sales", stage="Discovery", amount=282909)

Workflow execution cycle finalized and verified for Beacon Energy (#crm_00433)


Operational trigger received from hubspot for Vertex Cyber ($240k ARR)

webhook.listener.onEvent(source="hubspot", entity="Vertex Cyber", payload_bytes=1420)

Inbound inquiry from CTO at Vertex Cyber: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@vertexcyber.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Vertex Cyber: no active duplicate opportunities found

Clearbit enrichment fetched for Vertex Cyber: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Vertex Cyber: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Vertex Cyber: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00434", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Vertex Cyber: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Vertex Cyber Enterprise", pipeline="Sales", stage="Discovery", amount=90130)

Workflow execution cycle finalized and verified for Vertex Cyber (#crm_00434)


Operational trigger received from hubspot for NovaBio Labs ($345k ARR)

webhook.listener.onEvent(source="hubspot", entity="NovaBio Labs", payload_bytes=1420)

Inbound inquiry from CTO at NovaBio Labs: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for NovaBio Labs: no active duplicate opportunities found

Clearbit enrichment fetched for NovaBio Labs: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for NovaBio Labs: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for NovaBio Labs: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00435", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for NovaBio Labs: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="NovaBio Labs Enterprise", pipeline="Sales", stage="Discovery", amount=131275)

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00435)


Operational trigger received from hubspot for CloudScale Data ($268k ARR)

webhook.listener.onEvent(source="hubspot", entity="CloudScale Data", payload_bytes=1420)

Inbound inquiry from CTO at CloudScale Data: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for CloudScale Data: no active duplicate opportunities found

Clearbit enrichment fetched for CloudScale Data: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for CloudScale Data: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for CloudScale Data: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00436", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for CloudScale Data: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="CloudScale Data Enterprise", pipeline="Sales", stage="Discovery", amount=166252)

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00436)


Operational trigger received from hubspot for Apex Retail Group ($192k ARR)

webhook.listener.onEvent(source="hubspot", entity="Apex Retail Group", payload_bytes=1420)

Inbound inquiry from CTO at Apex Retail Group: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Apex Retail Group: no active duplicate opportunities found

Clearbit enrichment fetched for Apex Retail Group: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Apex Retail Group: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Apex Retail Group: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00437", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Apex Retail Group: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Apex Retail Group Enterprise", pipeline="Sales", stage="Discovery", amount=200685)

Workflow execution cycle finalized and verified for Apex Retail Group (#crm_00437)


Operational trigger received from hubspot for CloudScale Data ($445k ARR)

Inbound inquiry from CTO at CloudScale Data: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for CloudScale Data: no active duplicate opportunities found

Clearbit enrichment fetched for CloudScale Data: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for CloudScale Data: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for CloudScale Data: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00438", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for CloudScale Data: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="CloudScale Data Enterprise", pipeline="Sales", stage="Discovery", amount=408812)

Workflow execution cycle finalized and verified for CloudScale Data (#crm_00438)


Operational trigger received from hubspot for NovaBio Labs ($400k ARR)

Inbound inquiry from CTO at NovaBio Labs: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for NovaBio Labs: no active duplicate opportunities found

Clearbit enrichment fetched for NovaBio Labs: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for NovaBio Labs: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for NovaBio Labs: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00439", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for NovaBio Labs: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="NovaBio Labs Enterprise", pipeline="Sales", stage="Discovery", amount=173173)

Workflow execution cycle finalized and verified for NovaBio Labs (#crm_00439)


Operational trigger received from hubspot for Acme Health Systems ($274k ARR)

webhook.listener.onEvent(source="hubspot", entity="Acme Health Systems", payload_bytes=1420)

Inbound inquiry from CTO at Acme Health Systems: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Acme Health Systems: no active duplicate opportunities found

Clearbit enrichment fetched for Acme Health Systems: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Acme Health Systems: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Acme Health Systems: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00440", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Acme Health Systems: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Acme Health Systems Enterprise", pipeline="Sales", stage="Discovery", amount=173165)

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00440)


Operational trigger received from hubspot for Acme Health Systems ($181k ARR)

hubspot.api.createNote(objectId="hs_crm_00441", body="Tier 1 Enterprise qualified by automated engine")

hubspot.api.createDeal(dealname="Acme Health Systems Enterprise", pipeline="Sales", stage="Discovery", amount=167520)

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00441)


Operational trigger received from hubspot for Pinnacle Media ($448k ARR)

webhook.listener.onEvent(source="hubspot", entity="Pinnacle Media", payload_bytes=1420)

Inbound inquiry from CTO at Pinnacle Media: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Pinnacle Media: no active duplicate opportunities found

Clearbit enrichment fetched for Pinnacle Media: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Pinnacle Media: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Pinnacle Media: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00442", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Pinnacle Media: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Pinnacle Media Enterprise", pipeline="Sales", stage="Discovery", amount=257668)

Workflow execution cycle finalized and verified for Pinnacle Media (#crm_00442)


Operational trigger received from hubspot for Nexus AI ($295k ARR)

webhook.listener.onEvent(source="hubspot", entity="Nexus AI", payload_bytes=1420)

Inbound inquiry from CTO at Nexus AI: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Nexus AI: no active duplicate opportunities found

Clearbit enrichment fetched for Nexus AI: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Nexus AI: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Nexus AI: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00443", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Nexus AI: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Nexus AI Enterprise", pipeline="Sales", stage="Discovery", amount=307076)

Workflow execution cycle finalized and verified for Nexus AI (#crm_00443)


Operational trigger received from hubspot for Acme Health Systems ($339k ARR)

Inbound inquiry from CTO at Acme Health Systems: 'Looking for enterprise deployment details for 350 engineers'

HubSpot account record verified for Acme Health Systems: no active duplicate opportunities found

Clearbit enrichment fetched for Acme Health Systems: 450 employees, Series B, Cloud infrastructure focus

Fit and engagement score computed for Acme Health Systems: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Acme Health Systems: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00444", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Acme Health Systems: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Acme Health Systems Enterprise", pipeline="Sales", stage="Discovery", amount=325829)

Workflow execution cycle finalized and verified for Acme Health Systems (#crm_00444)


Operational trigger received from hubspot for Meridian Logistics ($458k ARR)

webhook.listener.onEvent(source="hubspot", entity="Meridian Logistics", payload_bytes=1420)

Inbound inquiry from CTO at Meridian Logistics: 'Looking for enterprise deployment details for 350 engineers'

From: "David Vance" <cto@meridianlogistics.com>
Subject: Enterprise trial inquiry
Body: We are evaluating vendors for our 350-engineer platform team...

HubSpot account record verified for Meridian Logistics: no active duplicate opportunities found

Clearbit enrichment fetched for Meridian Logistics: 450 employees, Series B, Cloud infrastructure focus

Checked historical communications: 1 webinar attendance 3 months ago by Staff DevOps Lead

Fit and engagement score computed for Meridian Logistics: 92/100 (Tier 1 Enterprise qualification)

Qualification dossier generated for Meridian Logistics: marked as Tier 1 Strategic Account with 48h SLA

hubspot.api.createNote(objectId="hs_crm_00445", body="Tier 1 Enterprise qualified by automated engine")

HubSpot Lead converted to Opportunity for Meridian Logistics: assigned to Strategic Account Executive

hubspot.api.createDeal(dealname="Meridian Logistics Enterprise", pipeline="Sales", stage="Discovery", amount=76461)

Workflow execution cycle finalized and verified for Meridian Logistics (#crm_00445)