Automatically follow up with Hubspot contacts who've gone quiet

Finds Hubspot contacts you haven't followed up with in over a month and sends them a reminder email through Gmail.

How the work actually flows

A straight line. Runs once per each stalled contact.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["scheduled contact check"]):::trigtime s0["check hubspot contacts"]:::svc s1["identify stalled contacts"]:::task s2[["send follow-up email"]]:::mi s3["log engagement in hubspot"]:::svc trig --> s0 s0 --> s1 s1 -->|"one per each stalled contact"| s2 s2 --> s3 out[/"follow-up sent and recorded"/]:::out pay{{"no lead falls through cracks"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail Automation
Connects
GmailHubSpot

The problem it solves

You know you're supposed to follow up with prospects, but between everything else on your plate, contacts you reached out to once quietly fall off your radar. By the time you remember, it's been so long the conversation feels cold, or you've lost the deal entirely.

Who it fits

Sales teams using Hubspot who want to stay on top of follow-ups without tracking it manually.

How it works

  1. On a schedule, the system checks your Hubspot contacts
  2. It finds contacts who were only reached out to once, more than a month ago
  3. A follow-up email is sent to them through Gmail
  4. The new outreach is logged back in Hubspot as an engagement
What you get

Contacts who hear from you before they forget you

Contacts you haven't reached in a while get a timely nudge, and the outreach is logged automatically in Hubspot.

What you get

A follow-up email sent to a stalled contact, with the outreach recorded in Hubspot.

What you need

A Hubspot account and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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