
How The Automation Works
Technical Architecture for Seamless Follow-Up Management
The Technical Workflow:
- Identification: The workflow queries HubSpot to identify contacts who received exactly one outreach email more than 30 days ago
- Personalization: Email templates are automatically populated with contact information from HubSpot
- Delivery: Gmail integration sends the follow-up emails with proper timing and tracking
- Documentation: All follow-up activities are recorded back in HubSpot, creating a complete interaction history
Integration Points: The solution leverages OAuth2 authentication with HubSpot and Gmail to create a secure, automated pipeline between your CRM and email systems.