Lifecycle that responds to every contact.
Canopy gives marketing and lifecycle teams AI agents that work from the contact history already in HubSpot or Salesforce. Agents choose each contact's next email from what they opened, clicked, attended or ignored, and get new inbound leads a personal note from the owning rep within minutes. Journeys launch on approve to send, so marketing signs off first.
“Which lifecycle emails went out, and what did they produce?”
Canopy opens on the answer, and on the few decisions that need a human today.
Where the week goes today.
- 01
Static nurture
Everyone gets the same five emails, whatever they did last week.
- 02
Manual events
Applications, approvals, reminders and follow-up run on spreadsheets and late nights.
- 03
Slow speed to lead
Form fills wait hours for a generic reply while competitors call first.
The same team, a different week.
| Today | With Canopy | |
|---|---|---|
| Nurture | One fixed sequence for everyone | The next touch chosen per contact from their history |
| Inbound response | Hours or days, and generic | Minutes, personal, from the owning rep |
| Events | Spreadsheets and manual follow-up | Applications to follow-up, automated in the CRM |
| Reporting | Opens and clicks | Opens, clicks and the pipeline they moved |
Gets better every single week.
Your team's messaging is never finished. Agents test new versions against a holdout, measure them on click-to-open rate, and promote the winners automatically, so results compound instead of decaying.
Every change is tested against a live holdout, measured on click-to-open rate, and logged with its result. How self-improvement works ›
What agents take off your plate.
A week with Canopy.
Journey review
Which journeys moved pipeline last week, and which to change.
Approvals
High-value drafts reviewed before they send.
Follow-up
Attendees followed up about what they actually discussed.
Learnings
Tests concluded and next week's changes approved.
Live for your team in 30 days.
Every rollout starts with a workshop and follows the same path. Here is what it looks like for lifecycle, events and demand teams.
- Week 1
Map journeys
Current nurture, forms and events mapped in the workshop.
- Weeks 2 to 3
Build
Templates loaded, triggers connected, inbound routing set.
- Week 4
Go live
Journeys launched on approve to send, then raised as results earn it.
The numbers we answer for.
What revenue teams say.
“They didn't just 'tidy up' our CRM, they rebuilt it as a clear growth engine. We now have a defined, intuitive pathway from lead to outcome, accurate reporting we can trust and a system that genuinely supports our sales team.”
“We've seen a huge uptick in the revenue contribution from CRM and email marketing thanks to your work. The blend of strategic expertise and effective implementation you offer is rare.”
“Canopy has been killing it for us. They helped us build a sales system from scratch and implemented everything through HubSpot.”
Common questions.
Anything else, contact us.
What do AI agents do for marketing teams?
Canopy's agents decide what each contact receives next, using the history already in your CRM: what they opened, clicked, attended and ignored. They also run event programs end to end and get new inbound leads a personal note from the owning rep within minutes, with every journey reported through to pipeline.
Will our brand team stay in control?
Yes. Agents only personalize inside templates your team designed and approved.
Do we need a new email platform?
No. Lifecycle sends from HubSpot or the sender you already use.
Can it handle events at volume?
Yes. Event programs run end to end, from application to follow-up, however many events you host each month.
How is lifecycle attributed?
Every send is tied to the contact and account in your CRM, so journeys can be reported through to meetings and pipeline.
How do agents choose a contact's next email?
Agents read each contact's behavior in the CRM, including opens, clicks, page visits, event attendance and silence. They pick the next best message for that person from your approved templates and tailor it to what the contact has done, so two people in the same journey can receive different emails.
How fast does a new inbound lead hear from us?
Within minutes of a form fill. The lead is enriched, routed to the rep who owns the account, and sent a personal note from that rep's inbox while intent is still high. The touch is logged to the contact, so marketing can report speed to lead from form fill to first touch.
Which send mode do marketing journeys use?
Journeys launch on approve to send, so marketing reviews drafts before anything goes out. As a journey earns results, admins you designate can move it to automatic, and drafts for high-value contacts can keep waiting for marketing approval. Every send is logged with who approved it.
Does Canopy test subject lines and send times?
Yes. Each week, agents test new subject lines, send times, template choices and content offers against a holdout and measure them on click-to-open rate. Winners are promoted within the guardrails your team sets, and every change is logged and can be rolled back.
Canopy for other teams.
Further reading.
B2B lifecycle marketing: behavior-triggered email that runs on your CRM
B2B lifecycle marketing on your CRM: behavior triggers, closed-lost recovery, approved offers and voice rules, and KPIs that tie email to pipeline.
Speed-to-lead should be minutes, not days
Speed to lead should be minutes. Where the five minute rule comes from, how slowly B2B teams still reply, and how an agent drafts the first touch.
Baseline these six sales KPIs before you buy another GTM tool
Six sales KPIs to pull from your CRM before you buy another GTM tool, with the formula for each, where it lives in HubSpot and what to compare it to.
Apply to become a launch partner.
We're onboarding a small group of revenue teams ahead of general availability. Launch partners get founder-led deployment, launch pricing in writing, and a direct line into what we build next.
- Founder-led deployment
- Launch pricing, in writing
- A say in the roadmap