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Why not automate sending emails to leads to work more efficiently?
This time, we will introduce an automated flow for sending template emails via Outlook to leads registered as contacts in HubSpot.
This will enable you to handle a large number of leads within a limited working time.
Additionally, using template emails ensures a consistent tone, which might help you showcase your professionalism more effectively.
Creating and sending emails manually takes more time as the number of leads increases.
By utilizing HubSpot's contact information and automating email sending through Outlook, you can potentially reduce your working time.
For example, if you want to increase webinar participants, sending event invitation emails via Outlook to leads registered in HubSpot can encourage those interested in the webinar to participate.
This frees you from the hassle of searching for lead information registered in HubSpot and creating emails.
By automatically sending template emails via Outlook, you can deliver a consistent message to all leads.
For instance, when a lead is registered in HubSpot after attending an event, you can send an introduction email of your company's content via Outlook based on that lead information.
This ensures that the tone of the emails remains consistent, potentially highlighting your unique strengths more effectively.
Moreover, since each lead receives the same message or content, it can also enhance reliability.
Even when managing leads, you might sometimes forget to follow up.
However, by integrating HubSpot and Outlook for automation, you might avoid such risks.
For example, you can automatically send emails via Outlook to leads who have requested materials.
This allows for smooth follow-ups as emails can be automatically sent from HubSpot's contact detail page.
Manual follow-ups, in particular, carry the risk of misdelivery or omission, but such situations can be expected to be prevented.
We will introduce the automation method using Yoom by integrating HubSpot and Outlook.
[What is Yoom]
This time, we will introduce the setup method for the following template: "Sending template emails via Outlook to leads registered as contacts in HubSpot."
By using this template, you don't need to set up automation from scratch, which is convenient.
Read the following screen display and click "OK".
When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, you can do so from the following page.
First, with the HubSpot web page open, set up to launch Yoom's Flowbot from the extension, and click "Launch from Contact Details Page".
The following screen will be displayed, so check the setup method.
Since we will use a Chrome extension, please install it from here.
Check the trigger setup method using the Chrome extension here.
Scroll and check the settings.
When the following screen is displayed, check the setup method.
Scroll and set the "Launch Page URL Sample".
Once set, click "Test" → "Test Successful" → "Save".
Next, set up Outlook by clicking "Send Email".
※ Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
When the following screen is displayed, check the settings.
Scroll and set the "Email Content".
Set "To" using HubSpot's output.
Set the email address from the output obtained earlier with the Chrome extension trigger.
You can select the output by clicking the arrow within the red frame.
Next, set the "Subject" as desired.
This time, we will create a template email for event announcements, so it was set as follows.
Scroll and move to the "Body" settings.
Utilize the output from "Launch from Contact Details Page" and set it as follows.
By setting the output as follows, you can directly use the lead's name registered in HubSpot's contact.
Once the setup is complete, click "Next".
When the following screen is displayed, check the email sending content.
If there are no issues, click "Test" → "Test Successful" → "Save".
Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the Flowbot is starting correctly.
Here is the template used this time.
1. This is a flow that creates an invoice from the HubSpot contact page and automatically sends it via email in Outlook.
You can automatically create an invoice from the HubSpot contact page and send it via email as introduced this time.
This eliminates the need for manual invoice creation and sending, saving you time and effort.
2. This flow automatically creates a channel in Microsoft Teams when a new deal is created in HubSpot.
A channel is created in Microsoft Teams for each deal, making it easier to set up web meetings and more.
It is especially recommended for sales assistants and sales representatives who interact with client companies.
3. This is a flow that automatically stores the form submissions from Hubspot into Microsoft Excel.
You can save the submitted form contents in Microsoft Excel, making it perfect for data management.
There's no need for manual input, so you won't be burdened with the task of data entry.
Sending emails manually can be time-consuming and labor-intensive, but integrating HubSpot with Outlook might solve that problem. By launching the flow bot directly from the HubSpot contact page, you can easily send template emails. This significantly reduces the time spent on sending emails and alleviates the burden on staff. Additionally, sending template emails to leads ensures a consistent message, which is a major advantage.
Such automation can be easily implemented using Yoom. There are no complicated settings involved, so please give it a try.
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