Who is this workflow for? This workflow automates the process of sending follow-up emails through Gmail to HubSpot contacts who have been contacted only once over a month ago. It ensures timely engagement by tracking and recording interactions within HubSpot..

What does this workflow do?

  • Authenticate HubSpot and Gmail:
  • HubSpot OAuth2 Credentials: Set up OAuth2 credentials in HubSpot, ensuring the required scopes are correctly configured as per n8n documentation.
  • Gmail Credentials: Connect your Gmail account to n8n to enable sending emails.
  • Retrieve Contacts from HubSpot:
  • Use an HTTP Request node to fetch HubSpot contacts who have been contacted only once and the last contact was over a month ago.
  • Filter Contacts:
  • Apply filters to identify contacts that meet the criteria for follow-up, ensuring only relevant leads receive the automated emails.
  • Set Email Variables:
  • Customize email content by modifying variables in the “Set keys” node, tailoring the message to fit the specific follow-up strategy.
  • Send Follow-Up Emails via Gmail:
  • Utilize the Gmail node to dispatch personalized follow-up emails to the filtered HubSpot contacts.
  • Record Engagement in HubSpot:
  • Log the email interaction back into HubSpot using the appropriate nodes, keeping the contact’s engagement history up to date.

🤖 Why Use This Automation Workflow?

  • Enhance Sales Efficiency: Automatically follow up with leads, ensuring no potential customer is overlooked.
  • Maintain Consistent Communication: Schedule timely emails to keep prospects engaged without manual intervention.
  • Track Engagement Seamlessly: Automatically log email interactions in HubSpot, providing a clear view of customer engagement.

👨‍💻 Who is This Workflow For?

Sales professionals, marketing teams, and businesses that use HubSpot and Gmail to manage customer relationships and want to streamline their follow-up processes without manual effort.

🎯 Use Cases

  1. Sales Follow-Ups: Automatically send reminder emails to leads who haven’t responded within a specified time frame.
  2. Customer Retention: Re-engage existing customers with targeted follow-up messages based on their interaction history.
  3. Lead Nurturing: Maintain consistent contact with potential clients through scheduled follow-up emails, increasing the likelihood of conversion.

TL;DR

This workflow streamlines the follow-up process by automatically sending timely emails to HubSpot contacts via Gmail and recording their engagement within HubSpot. Implementing this automation helps maintain consistent communication, enhances sales efforts, and ensures effective tracking of customer interactions.

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