Use Cases
- Automate follow-up emails to HubSpot contacts based on engagement history
- Enhance CRM data accuracy by recording engagement in HubSpot
- Streamline outreach processes for sales teams
- Improve follow-up rates with timely communication
How It Works
Triggers daily at 9 am to initiate the workflow Retrieves HubSpot contacts with known last contact dates Checks if the last contact was over a month ago Fetches engagement details for the contact Sends personalized follow-up emails using Gmail Records the engagement back in HubSpot
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure OAuth2 credentials for Gmail and HubSpot
- 3Adjust the email content as needed in the 'Set email keys' node
- 4Activate the workflow to start sending automated emails
Apps Used
Gmail
HubSpot
Categories
Industries
Tags
#email automation
#workflow management
#process automation