Lemlist Automate

Sales Teams:

• Sales professionals looking to streamline their follow-up processes and manage leads effectively.

Marketing Teams:

• Marketing teams wanting to automate lead management and communication across multiple platforms.

Customer Support Teams:

• Support teams that need to track customer responses and manage unsubscribe requests efficiently.

Business Owners:

• Entrepreneurs seeking to enhance their outreach efforts and maintain engagement with potential clients.

This workflow addresses the challenges of managing leads and responses from email campaigns. It automates the process of categorizing responses (e.g., interested, unsubscribe, out of office), ensuring timely follow-ups and reducing manual effort. By integrating with Lemlist, Hubspot, and Slack, it enables seamless communication and tracking of lead interactions, improving overall efficiency in sales and marketing efforts.

1. Trigger Event: The workflow is manually triggered when a lead replies to an email campaign in Lemlist.

2. Categorization: The reply is analyzed using OpenAI to categorize it into one of the predefined categories: interested, out of office, unsubscribe, or other.

3. Switch Node: Based on the categorized response, the workflow routes the process:

   • If unsubscribe, it triggers the Lemlist - Unsubscribe node to remove the lead from the campaign.
   • If interested, it marks the lead as interested in Lemlist, retrieves the contact ID from Hubspot, and creates a new deal.
   • If out of office, it retrieves the contact ID and creates a follow-up task in Hubspot.
   • If categorized as other, it sends a notification to Slack for further review.

4. Notifications: After creating the deal or follow-up task, notifications are sent to the designated Slack channel to keep the team informed.