Lindy
9 Case Studies
A Lindy Case Study
Interlaced, an IT and cybersecurity services company, faced a challenge as its growth team was buried in manual sales administration. They struggled with capturing detailed meeting notes, updating their HubSpot CRM, and scheduling follow-ups after using tools that only delivered raw transcripts. They turned to Lindy for a solution to automate these sales operations.
Lindy implemented an agent that captured and summarized demo calls in a HubSpot-ready format, drafted follow-up emails, and scheduled client calls. This solution saved Interlaced over five hours per week, delivered clean CRM data, and enabled faster follow-ups. The Lindy agent was live within one week with no engineering support, unlocking significant sales operations efficiency and inspiring plans to expand automation across their entire workflow.
Amelia Kao
Chief Executive Officer