Sales automations
Meet the contacts who arrived this week
Searches HubSpot for your newest contacts each Friday and emails you a read on who they are.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Find the contacts on record
- 2Say who arrived and where from
- 3Email me who to look at
When it runs
Every Friday at 4pm. You can change the schedule in plain words after you start it.
What it needs
HubspotGmailConnected once, then reused by every automation that needs them.
What you fill in
Asked once, on the review screen, before it runs for the first time. Everything else it works out for itself.
- What to search HubSpot foroptional
- Send the summary tooptional
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
Automations like this one
All 7 in Sales- See the whole pipeline before the Monday meetingReads your Pipedrive deals every Monday and emails you a read on where the pipeline stands, by stage.
- Read the inbound leads before you call themReads yesterday of inbound enquiry mail each morning and posts a short read on each one to Slack.
- Chase the proposals nobody answeredFinds the proposals and quotes you sent in the last three weeks and emails you the list to follow up.
- Answer the prospects who already repliedSearches the last two days of unread mail for prospect replies and emails you a short read on what each one wants.
- Know what is booked before the week startsReads your active Calendly bookings on Monday morning and emails you a read on the week ahead.
- Watch the deals big enough to matterChecks Pipedrive each morning and posts the open deals worth over 10,000 to Slack. Ask in chat to change the number.