Description

Use Case Following up at the right time is one of the most important parts of sales. This workflow uses Gmail to send outreach emails to Hubspot contacts that have already been contacted only once more than a month ago, and records the engagement in Hubspot. Setup Setup HubSpot Oauth2 creds (Be careful with scopes. They have to be exact, not less or more. Yes, it’s not simple, but it’s well documented in the n8n docs. Be smarter than me, read the docs) Setup Gmail creds. Change the email variables in the Set keys node How to adjust this template There's plenty to do here because the approach here is really just a starting point. Most important here is to figure out what your rules are to follow up. After a month? More than once? Also, remember to update the follow-up email! Unless you want to sell n8n 😉

Key Features

1) Automates follow-up emails using Gmail for HubSpot contacts
2) Filters contacts based on last contact date
ensuring timely outreach
3) Records engagement in HubSpot to track communication history
4) Utilizes OAuth2 authentication for secure API integration
5) Allows customization of email content and parameters
6) Employs advanced filtering for previous engagements to optimize follow-ups.

Required Tools

MetaobjectListDrop