Automated Smart Follow-Up for HubSpot Contacts
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This workflow automates daily personalized follow-up emails to HubSpot contacts. It intelligently targets contacts who were last engaged over a month ago and have only one prior interaction, ensuring timely and relevant communication without over-messaging.
About This Workflow
Never let a promising lead slip through the cracks again! This powerful n8n workflow revolutionizes your sales outreach by automating smart follow-up emails for your HubSpot contacts. Running daily, it meticulously identifies contacts who've had a single interaction more than 30 days ago, making sure your follow-ups are perfectly timed. It crafts personalized emails via Gmail and, crucially, logs every engagement back into HubSpot, updating contact history and preventing repetitive outreach. This ensures your sales team focuses on high-value tasks while n8n handles consistent, intelligent nurturing.
Key Features
- Daily Automated Outreach: Triggers every day to consistently follow up with leads and prospects.
- Intelligent Contact Filtering: Identifies HubSpot contacts based on two key criteria: last contacted over a month ago AND only one previous engagement recorded.
- Personalized Gmail Follow-Ups: Sends customized emails directly from your Gmail account, using contact details for a personal touch.
- Seamless HubSpot Engagement Logging: Automatically records sent emails as new engagements in HubSpot, keeping your CRM up-to-date.
- Avoids Over-Messaging: Updates HubSpot's 'last contacted' date, preventing the same contact from being targeted again too soon.
How To Use
- Set your Schedule: Configure the "Every day at 9 am" trigger to your preferred timing.
- Connect HubSpot: Set up OAuth2 credentials for HubSpot with the necessary scopes as outlined in n8n documentation for 'contact' and 'engagement' permissions.
- Connect Gmail: Authenticate your Gmail account to enable sending emails.
- Customize Email Content: Modify the "Set email keys" node to adjust the subject and body of your follow-up email.
- Activate Workflow: Turn on the workflow to start automating your HubSpot follow-ups.
Apps Used
Workflow JSON
{
"id": "562cfb4d-0d4f-4d55-aaf3-1cdd7b35bd20",
"name": "Automated Smart Follow-Up for HubSpot Contacts",
"nodes": 26,
"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.
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ID: 562cfb4d-0d4f...
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