Schedule Trigger Automate

This workflow is ideal for sales teams, marketing professionals, and business owners who are looking to maintain regular communication with their contacts in HubSpot. It is especially useful for those who manage outreach campaigns and need to ensure timely follow-ups with leads that have not been contacted in over a month.

This workflow addresses the challenge of maintaining consistent engagement with HubSpot contacts. It automates the process of sending follow-up emails to contacts who were last contacted over a month ago, ensuring that no potential lead is overlooked and improving the chances of conversion.

1. Schedule Trigger: The workflow initiates automatically every day at 9 AM.
2. Get Previously HubSpot Contacts: It retrieves contacts from HubSpot whose last contact date is known.
3. Check Last Contact Date: The workflow checks if the last contact was made more than 30 days ago.
4. Fetch Engagement Details: It retrieves details of previous engagements for the contacts to determine if there has been only one previous outreach.
5. Set Email Parameters: If the conditions are met, the workflow prepares the follow-up email content, including the recipient's name and subject line.
6. Record Engagement: The engagement is recorded in HubSpot to update the last contact date.
7. Send Outreach Email: Finally, the follow-up email is sent using Gmail to the specified contact.