Gmail Automate

Gmail Automate sends daily outreach emails at 9 AM to uncontacted HubSpot contacts, ensuring effective engagement tracking in HubSpot. This workflow streamlines communication, saves time, and enhances outreach efforts by automating follow-ups with potential leads.

7/8/2025
8 nodes
Medium
schedulemediumgmailhubspotschedule triggersticky noteautomationcron
Categories:
Communication & MessagingSchedule TriggeredMedium WorkflowCRM & Sales
Integrations:
GmailHubspotSchedule TriggerSticky Note

Target Audience

  • Sales Teams: Looking to reach out to new contacts efficiently.
    - Marketing Professionals: Aiming to automate outreach efforts and track engagement.
    - Small Business Owners: Seeking to enhance their customer relationship management without extensive resources.
    - CRM Users: Those using HubSpot who want to ensure no contact goes uncommunicated.

    • Problem Solved

    This workflow addresses the challenge of reaching out to uncontacted HubSpot contacts. It automates the process of sending personalized outreach emails via Gmail, ensuring that no potential lead is overlooked. Additionally, it records the engagement within HubSpot, maintaining up-to-date contact records.

    Workflow Steps

  • Schedule Trigger: The workflow is set to run every day at 9 AM.
    2. Get Uncontacted HubSpot Contacts: It retrieves contacts from HubSpot that have not been contacted yet.
    3. Set Keys: For each uncontacted contact, it prepares the email content, including the subject and message with personalization (e.g., first name).
    4. Send Outreach Email: The prepared email is sent to the contact using Gmail.
    5. Record Engagement in HubSpot: After sending the email, the engagement is recorded in HubSpot, updating the contact's last contacted date to prevent future duplicate outreach.

    • Customization Guide

  • Email Content: Modify the HTML message and subject in the Set keys node to fit your outreach strategy.
    - Schedule Timing: Adjust the time in the Every day at 9 am node to fit your preferred outreach schedule.
    - Contact Filters: Change the filters in the Get uncontacted HubSpot contacts node to refine which contacts are retrieved based on your specific criteria.
    - Additional Integration: Consider integrating other tools or services to enhance the workflow, such as adding follow-up reminders or integrating with other CRM systems.