When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then pull HubSpot contacts created since the last run.
Workflow starter brief
Draft 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.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
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.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
HubSpotRelated templates
Capture a form lead and start the follow-up
Enriches each form lead, drafts the right follow-up email in Gmail, and opens a task for the rep who owns the contact.
Process referrals and thank the referrer
Logs each referral, emails the referrer a thank you, and creates the referred lead in HubSpot with the credit attached.
Draft follow-up emails after every call
Turns each recorded call into a ready-to-send email draft plus a task to send it.
Answer website contact requests in minutes
Acknowledges each website contact request by email, files it in your CRM, and posts it to your team channel.
Agents should build your automations, not be them
Describe your first workflow in plain words. One stays live for free, no credit card.
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