Schedule Trigger Automate

For the platform Schedule Trigger, this automated workflow sends follow-up emails to HubSpot contacts daily at 9 am, targeting those last contacted over a month ago. It efficiently records engagement in HubSpot, ensuring timely outreach and improved sales follow-up effectiveness.

7/8/2025
12 nodes
Medium
schedulemediumschedule triggersticky notegmailhubspotautomationadvancedcronlogicconditionalapiintegration
Categories:
Communication & MessagingSchedule TriggeredMedium WorkflowCRM & Sales
Integrations:
Schedule TriggerSticky NoteGmailHubspot

Target Audience

This workflow is ideal for sales teams, marketing professionals, and business owners who are looking to maintain regular communication with their contacts in HubSpot. It is especially useful for those who manage outreach campaigns and need to ensure timely follow-ups with leads that have not been contacted in over a month.

Problem Solved

This workflow addresses the challenge of maintaining consistent engagement with HubSpot contacts. It automates the process of sending follow-up emails to contacts who were last contacted over a month ago, ensuring that no potential lead is overlooked and improving the chances of conversion.

Workflow Steps

  • Schedule Trigger: The workflow initiates automatically every day at 9 AM.
    2. Get Previously HubSpot Contacts: It retrieves contacts from HubSpot whose last contact date is known.
    3. Check Last Contact Date: The workflow checks if the last contact was made more than 30 days ago.
    4. Fetch Engagement Details: It retrieves details of previous engagements for the contacts to determine if there has been only one previous outreach.
    5. Set Email Parameters: If the conditions are met, the workflow prepares the follow-up email content, including the recipient's name and subject line.
    6. Record Engagement: The engagement is recorded in HubSpot to update the last contact date.
    7. Send Outreach Email: Finally, the follow-up email is sent using Gmail to the specified contact.

    • Customization Guide

    Users can customize this workflow by adjusting the following parameters:
    - Schedule Timing: Modify the schedule trigger to change the frequency or timing of the workflow execution.
    - Email Content: Edit the email body and subject within the 'Set email keys' node to tailor the message to specific audiences or campaigns.
    - Contact Filters: Adjust the filters in the 'Get previously HubSpot contacts' node to refine the selection criteria for contacts based on different properties or engagement history.
    - Engagement Types: Enhance the engagement check by adding more conditions or types of engagements to further filter the contacts that should receive follow-ups.