Automated HubSpot Follow-Up with Gmail Outreach
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This workflow automates personalized follow-up emails to HubSpot contacts who haven't engaged in over a month. It intelligently identifies these contacts, crafts a follow-up message, sends it via Gmail, and records the interaction in HubSpot, ensuring timely engagement.
About This Workflow
Never let a promising lead go cold again. This powerful n8n workflow is designed to streamline your sales outreach by automating personalized follow-up emails to your HubSpot contacts. It triggers daily at 9 AM, identifies contacts who haven't been contacted in over a month, and sends a tailored follow-up email through your Gmail account. Crucially, it then logs this engagement back into HubSpot, updating the contact's last contacted date and ensuring your CRM remains accurate and actionable. This process ensures you're always connecting with prospects at the right time, maximizing your chances of conversion and maintaining a healthy sales pipeline.
Key Features
- Scheduled Daily Outreach: Automatically runs every day at 9 AM to ensure consistent follow-up.
- Intelligent Contact Identification: Filters HubSpot contacts based on their last contact date, targeting those needing a follow-up.
- Personalized Email Campaigns: Sends custom follow-up emails directly from your Gmail account.
- Seamless HubSpot Integration: Records email engagements as activities in HubSpot, updating last contact dates.
- Configurable Email Content: Easily customize email subject lines and body content for a personal touch.
How To Use
- Set Up Scheduled Trigger: Configure the
ScheduleTriggernode to run the workflow daily at 9 AM. - Connect to HubSpot: Use the
HubSpottrigger node (Get previously HubSpot contacts) to search for contacts. Ensure your HubSpot OAuth2 credentials are set up correctly. Configure the search to find contacts with anotes_last_contacteddate. - Filter for Older Contacts: Employ an
Ifnode (if last contacted before a month) to filter contacts whose last contact date is older than 30 days. - Retrieve Engagement Data: Use an
HttpRequestnode (Get Hubspot Contact to engagement) to fetch associated engagement data for the contact. - Check Engagement Count: Utilize another
Ifnode (if there has been only one engagement) to verify if there's been only one previous engagement. This helps in targeting specific follow-up scenarios. - Prepare Email Content: Configure a
Setnode (Set email keys) to define the email subject, recipient, and body, including dynamic personalization using HubSpot contact properties. - Send Outreach Email: Connect a
Gmailnode (Send outreach email) to send the prepared email using your configured Gmail OAuth2 credentials. - Record Engagement in HubSpot: Finally, use a
HubSpotnode (Record engagement in HubSpot) to log the sent email as an engagement in HubSpot, updating the contact's last contacted date.
Apps Used
Workflow JSON
{
"id": "a13000e6-ac18-49ad-878d-1f192e5d5e8e",
"name": "Automated HubSpot Follow-Up with Gmail Outreach",
"nodes": 27,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: a13000e6-ac18...
About the Author
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