Gmail Automate
Gmail Automate sends daily outreach emails at 9 AM to uncontacted HubSpot contacts, ensuring effective engagement tracking in HubSpot. This workflow streamlines communication, saves time, and enhances outreach efforts by automating follow-ups with potential leads.
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Workflow Overview
Gmail Automate sends daily outreach emails at 9 AM to uncontacted HubSpot contacts, ensuring effective engagement tracking in HubSpot. This workflow streamlines communication, saves time, and enhances outreach efforts by automating follow-ups with potential leads.
- Sales Teams: Looking to reach out to new contacts efficiently.
- Marketing Professionals: Aiming to automate outreach efforts and track engagement.
- Small Business Owners: Seeking to enhance their customer relationship management without extensive resources.
- CRM Users: Those using HubSpot who want to ensure no contact goes uncommunicated.
This workflow addresses the challenge of reaching out to uncontacted HubSpot contacts. It automates the process of sending personalized outreach emails via Gmail, ensuring that no potential lead is overlooked. Additionally, it records the engagement within HubSpot, maintaining up-to-date contact records.
- Schedule Trigger: The workflow is set to run every day at 9 AM.
- Get Uncontacted HubSpot Contacts: It retrieves contacts from HubSpot that have not been contacted yet.
- Set Keys: For each uncontacted contact, it prepares the email content, including the subject and message with personalization (e.g., first name).
- Send Outreach Email: The prepared email is sent to the contact using Gmail.
- Record Engagement in HubSpot: After sending the email, the engagement is recorded in HubSpot, updating the contact's last contacted date to prevent future duplicate outreach.