ManualTrigger Automate

This workflow is ideal for:

• Sales Teams: Those who need to track client interactions and updates.
• Marketing Professionals: Individuals looking to leverage client data for targeted campaigns.
• Business Owners: Entrepreneurs who want to maintain relationships with clients and ensure timely communication.
• Data Analysts: Analysts who need to aggregate client information from various sources for reporting and insights.

This workflow addresses the challenge of managing client relationships by automating the process of:

• Fetching Client Data: It retrieves a comprehensive list of clients associated with specific owners from HubSpot.
• Tracking Updates: It monitors changes in client statuses, such as new posts or position changes.
• Sending Alerts: It automatically sends email notifications to owners about updates, ensuring they stay informed about their clients.

1. Manual Trigger: The workflow starts when the user clicks the 'Test workflow' button.
2. Get Owners List: It retrieves a list of owners from HubSpot.
3. Client Retrieval: For each owner, it fetches the list of clients, handling pagination to ensure all clients are collected.
4. Data Processing: It processes the client data to check for updates, such as new posts or position changes.
5. Profile URL Search: It attempts to find LinkedIn profile URLs for clients using an external API.
6. Email Notifications: If updates are found, it generates an email summarizing the changes and sends it to the respective owner.
7. Google Sheets Integration: Updates are logged in Google Sheets for record-keeping and further analysis.