Workflow templateDraft a personalized follow-up for each new lead
Reads the new HubSpot contact and its recent activity and leaves a tailored follow-up waiting in Gmail.
Workflow illustration
01Trigger
ScheduleAsk me to choose 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
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
When
Ask me to choose daily at 09:00 AM UTC or faster on Pro; then pull HubSpot contacts created since the last run.
Then
- Pull recent page views and form submissions.
- Write a short personalized follow-up referencing their activity.
- Save it as an addressed Gmail draft, one per contact, skipping contacts that already have one.
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HubSpot
Gmail