Automated Gmail Follow-Ups for HubSpot Contacts

Overview

This workflow automates the process of sending follow-up emails to HubSpot contacts using Gmail, ensuring timely outreach to leads who haven't been engaged in the past month.

Key Features

• Scheduled Automation: Triggers every day at 9 am to initiate the follow-up process.
• HubSpot Integration: Retrieves contacts from HubSpot and checks their last engagement date.
• Conditional Logic: Identifies contacts who have not been contacted in over a month and have only one prior engagement.
• Personalized Outreach: Sends tailored follow-up emails via Gmail to selected contacts.
• Engagement Tracking: Records each email interaction back in HubSpot for accurate CRM tracking.

Benefits

• Increases Sales Efficiency: Ensures no potential lead is overlooked by automating routine follow-ups.
• Saves Time: Eliminates manual tracking and emailing, freeing up sales and marketing teams for higher-value tasks.
• Improves CRM Data Quality: Keeps HubSpot engagement records up-to-date automatically.

Use Cases

• Sales Teams: Maintain consistent communication with prospects.
• Marketing Departments: Nurture leads who have shown initial interest but need further engagement.
• CRM Managers: Automate repetitive outreach and data entry tasks for better pipeline management.