Lead generation automation templates

Capture every lead, enrich it, route it and follow up, across the forms, CRM and inbox you already use. Pick a brief and Whenever writes it against your accounts.

Draft a personalized follow-up for each new lead

01Trigger
ScheduleChoose a schedule: daily at 09:00 AM UTC or faster on Pro; then pull HubSpot contacts created since the last run.
02
Custom stepPull recent page views and form submissions.
03
Custom stepWrite a short personalized follow-up referencing their activity.
04Gm
GmailSave it as an addressed Gmail draft, one per contact, skipping contacts that already have one.
05
OutputFinish