Lemlist Automate

Lemlist Automate streamlines lead management by automating responses to email interactions. It categorizes replies as "Interested," "Out of Office," or "Unsubscribe," and integrates seamlessly with HubSpot and Slack for real-time notifications and deal creation. This workflow enhances communication efficiency, ensuring timely follow-ups and improved lead engagement.

7/8/2025
12 nodes
Medium
manualmediumlemlisthubspotslacklemlisttriggeropenaiadvancedlogicroutingapiintegrationcommunicationnotification
Categories:
Communication & MessagingManual TriggeredMedium WorkflowMarketing & Advertising AutomationCRM & Sales
Integrations:
LemlistHubspotSlackLemlistTriggerOpenAi

Target Audience

Sales Teams:
- Sales professionals looking to streamline their follow-up processes and manage leads effectively.

Marketing Teams:
- Marketing teams wanting to automate lead management and communication across multiple platforms.

Customer Support Teams:
- Support teams that need to track customer responses and manage unsubscribe requests efficiently.

Business Owners:
- Entrepreneurs seeking to enhance their outreach efforts and maintain engagement with potential clients.

Problem Solved

This workflow addresses the challenges of managing leads and responses from email campaigns. It automates the process of categorizing responses (e.g., interested, unsubscribe, out of office), ensuring timely follow-ups and reducing manual effort. By integrating with Lemlist, Hubspot, and Slack, it enables seamless communication and tracking of lead interactions, improving overall efficiency in sales and marketing efforts.

Workflow Steps

  • Trigger Event: The workflow is manually triggered when a lead replies to an email campaign in Lemlist.

    2. Categorization: The reply is analyzed using OpenAI to categorize it into one of the predefined categories: interested, out of office, unsubscribe, or other.

    3. Switch Node: Based on the categorized response, the workflow routes the process:
    - If unsubscribe, it triggers the Lemlist - Unsubscribe node to remove the lead from the campaign.
    - If interested, it marks the lead as interested in Lemlist, retrieves the contact ID from Hubspot, and creates a new deal.
    - If out of office, it retrieves the contact ID and creates a follow-up task in Hubspot.
    - If categorized as other, it sends a notification to Slack for further review.

    4. Notifications: After creating the deal or follow-up task, notifications are sent to the designated Slack channel to keep the team informed.

    • Customization Guide

  • Adjust Categories: Modify the categories used in the OpenAI prompt to suit your specific business needs or to include additional categories.

    2. Modify Slack Notifications: Change the text and channel in the Slack nodes to customize the notifications sent to your team.

    3. Update Hubspot Fields: Customize the fields used in Hubspot nodes (like deal stage, deal name) to align with your sales pipeline and processes.

    4. API Credentials: Ensure that the API keys for Lemlist and Hubspot are correctly configured to allow seamless integration and data flow.

    5. Add More Nodes: Extend the workflow by adding more nodes for additional integrations or functionalities, such as sending emails or updating other systems.