How The Automation Works

How The Automation Works

Technical Architecture for Seamless Follow-Up Management

The Technical Workflow:

  1. Identification: The workflow queries HubSpot to identify contacts who received exactly one outreach email more than 30 days ago
  2. Personalization: Email templates are automatically populated with contact information from HubSpot
  3. Delivery: Gmail integration sends the follow-up emails with proper timing and tracking
  4. 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.