How does Cloop turn website visitors into booked meetings?
Cloop identifies 75%+ of B2B visitors by IP, qualifies them through AI conversations, books meetings directly in chat, and syncs everything to your CRM — all in under 3 minutes per visitor.
Cloop is an AI-native sales rep that identifies visiting companies via IP2Company data, qualifies leads through real-time AI conversations, books meetings directly in the chat widget, and syncs contacts, deals, and activities to HubSpot, Salesforce, Pipedrive, or Dynamics 365. The entire flow runs in under 3 minutes per qualified visitor, without requiring form submissions or SDR involvement.
What are the five stages of the Cloop workflow?
Five stages of an AI sales rep, running continuously on every single B2B visitor to your site.
How is each stage of the Cloop workflow engineered?
How does Cloop identify visiting companies?
Cloop matches the visitor's IP address against a company database covering 300M+ organizations and identifies the company name, industry, size, location, and tech stack within milliseconds — no cookies, no forms, no tracking pixels required. For Finnish and EU B2B traffic the match rate exceeds 75%, enriched by the Finnish Business Registry (PRH), EU business data, and LinkedIn signals — all before the chat widget even appears.
- Proprietary IP2Company lookup (no Clearbit/6sense dependencies)
- Finnish Business Registry (PRH), EU data, LinkedIn enrichment
- Industry, size, revenue, founding year, address — all in under 2 seconds
How does Cloop qualify B2B leads in real-time?
Cloop runs AI conversations that adapt to each visitor's role and company size, scoring leads 0–100 on industry fit, headcount, intent, and page journey. A VP of Sales gets a different playbook than a CFO — the conversation captures name, email, phone, team size, and stated challenge, then routes high-intent leads to the right sales owner in real time.
- Persona-specific question flows (Sales, Marketing, Executive)
- Captures name, email, phone, team size, challenge
- Real-time scoring based on 4 inputs
How does Cloop book meetings directly in the chat?
Qualified leads see real-time availability from the assigned owner's calendar and confirm a 30-minute slot inside the chat widget — no forms, no redirects. Smart routing picks the right rep based on industry, company size, region, and account ownership, with round-robin fallback. Supported calendars: Google Calendar, Outlook / Microsoft 365, HubSpot Meetings, Cal.com, and Calendly.
- In-chat or popup booking
- Google Calendar, Outlook, HubSpot Meetings, Cal.com, Calendly
- Routing: by industry, by size, by region, round-robin
How does Cloop sync data to the CRM?
Every qualified conversation flows into HubSpot, Salesforce, Pipedrive, or Dynamics 365 in real time as a complete record — Company, Contact, Deal/Opportunity, and Activity objects — with full transcript, intent score, and an AI-generated summary your rep can scan in 15 seconds. The sync is bi-directional: CRM changes (owner, stage, lifecycle) flow back into Cloop to keep conversation context aligned.
- HubSpot, Salesforce, Dynamics 365, Pipedrive (more added continuously)
- Creates Company, Contact, Deal/Opportunity, and Activity records
- Optional enrichment of existing CRM records (partially paid feature)
How does Cloop follow up with unconverted leads?
Leads who engaged but didn't book get a 4-touch automated sequence over 14 days — personalized to the specific pain points they mentioned, not generic templates. The sequence pauses automatically if the lead replies or re-engages on the site, and hands off to human sales with full context as soon as they do.
- Day 0: conversation summary · Day 3: relevant resources
- Day 7: concrete value · Day 14: full picture + final nudge
- Pauses on engagement · activates long-term nurture if silent
Is Cloop a chatbot or an AI sales rep?
Cloop is an AI sales rep — proactive, ICP-aware, and pipeline-complete — not a rule-based chatbot. Here is what separates the two categories in practice.
Reacts only when clicked. Asks "How can I help?" to everyone. No memory, no context, no CRM integration. Hands off to humans with a notification and no information.
Proactive. Identifies the company first. Runs persona-specific playbooks. Scores, routes, books, syncs. Passes complete context to your human reps so they skip discovery and start selling.
Captures an email. Creates a CRM contact. Fires a generic "thanks, we'll be in touch" email. Your rep has no context, no intent data, no industry insights.
Captures qualified meetings, not contacts. Creates enriched records across Company, Contact, Deal, and Activity objects. Your rep walks into the call knowing the budget, timeline, team size, and exact pain.
A real example — from pricing page to booked demo in 4 minutes.
Visitor lands on pricing page
What happens: Cloop identifies "Acme Consulting Oy" from the IP. 85 employees, management consulting, Helsinki. ICP match: tier 1. Playbook loaded: "Consulting firm — pricing-page intent."
Cloop initiates conversation
What happens: Chat opens with a tailored message: "Hi — I see you're looking at pricing. Consulting firms typically ask about our team-based packages. Want me to walk you through what fits 85 people?" The visitor (Maria, Head of Sales) responds.
Lead qualified · Score 87
What happens: Maria describes inbound overflow problem, confirms budget, shares timeline (this quarter). Cloop captures name, email, phone, challenge. Scores: industry fit (high), company size (match), intent (explicit), page journey (pricing × 3 visits).
Meeting booked · CRM synced
What happens: Cloop books Maria into Jari's calendar for Thursday 10:00 (routing: consulting industry → Jari). HubSpot now contains: Company (Acme), Contact (Maria), Deal (€50K, Qualified stage), Activity (full transcript), AI summary ("SDR overflow, Q4 budget, decision in 3 weeks"). Day 0 follow-up email sent to Maria.
You're not just automating chat. You're building an unfair advantage.
"Cloop runs five specialized functions as one continuous workflow. Every interaction produces an exceptionally wide understanding that feeds product development, pricing, marketing, and service design — not just sales."
— The thinking behind CloopMost inbound tools solve one piece of the problem. A chatbot. A scheduling widget. A CRM sync. Each vendor charges separately. Each integration breaks when something changes.
Cloop was designed as one coherent workflow from day one. The data flows, the context transfers, the personalization compounds. What you get isn't five products — it's a commercial intelligence layer that makes every team in your company smarter about your customers.
See the full workflow running on your site.
Book a 30-minute demo. We'll run the complete Cloop workflow against a real visitor scenario from your actual site.
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