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When a new contact is added in HubSpot, create and apply a lead nurturing email with an AI worker

When a new contact is added in HubSpot, create and apply a lead nurturing email with an AI worker

Launch this workflow to connect HubSpot & SerpApi !
■Overview
Manually researching and creating personalized emails every time a new contact is added to HubSpot can be a time-consuming and labor-intensive task. While it’s important to deliver high-quality outreach tailored to each lead’s background, delays can also mean missed opportunities. With this workflow, AI automatically analyzes newly registered contact information and seamlessly handles everything from conducting external research to creating the ideal nurturing email and updating HubSpot. This enables you to quickly deliver personalized outreach for each lead and support efficient lead nurturing.

■Who This Template Is For
  • Sales representatives who spend significant time each day researching new leads in HubSpot and creating emails
  • Marketing professionals who want to improve response rates through personalized outreach tailored to each lead’s attributes and needs
  • Team leaders who want to quickly send high-quality nurturing emails and increase the rate at which leads convert into sales opportunities

■Benefits of Using This Template
  • AI uses SerpApi (Google Search) to automatically research lead information, reducing the time and effort required for manual data collection while enabling accurate analysis.
  • Everything from creating 1:1 emails based on a contact’s background to updating HubSpot is automated, allowing you to quickly deliver personalized outreach.

■Flowbot Steps
  1. First, connect HubSpot and SerpApi to Yoom.
  2. Next, select HubSpot as the trigger and set the action to “When a new contact is created.”
  3. Then, configure the AI Worker by creating instructions for autonomously analyzing HubSpot information, creating a 1:1 email based on research conducted with SerpApi (Google Search), and recording the result in a property. Set the HubSpot update contact action and SerpApi (Google Search) as the tools to use.
※“Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizing This Workflow
  • Adjust the AI Worker instructions to customize the email copy to match your company’s tone and style or to focus the analysis on specific research topics.
  • In the HubSpot update action, configure where to save the email body you created, such as in a specific property or as an activity log, according to your workflow.

■Notes
  • Connect both HubSpot and SerpApi to Yoom. The apps used within the AI Worker must also be connected through My Apps.
  • You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Note that the shortest available trigger interval varies by plan.
  • For basic AI Worker setup instructions, see “[AI Worker] Basic Setup Guide.”
  • The number of concurrent AI Worker executions, the number of AI Workers you can create, and the AI models available to you vary by plan.
  • The apps and operations available within the AI Worker are subject to the same usage limits as Flowbots.
  • AI Workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How Task Execution Counts Are Calculated.”
  • AI Workers are more likely to perform the appropriate actions when their instructions are configured in detail. For details, see “[AI Worker] How to Create Instructions.”
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About the Apps
HubSpot
Templates using
HubSpot

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

This Yoom flow creates a Google Meet link and notifies Slack when a HubSpot deal progresses to an opportunity. Automate meeting URL creation and sharing with the assigned owner to reduce manual work, prevent missed steps, and stay focused on preparing for the deal.

Automatically create onboarding tasks in ClickUp when a HubSpot deal stage is updated. Reduce manual data entry and missed tasks to keep your team moving smoothly.
SerpApi
Templates using
SerpApi

Regularly search Notion records with SerpApi, then use AI to summarize and append the results. Reduce the effort of searching and transferring information while keeping your data fresh and high-quality.
About the apps you use
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see details
Templates

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

This Yoom flow creates a Google Meet link and notifies Slack when a HubSpot deal progresses to an opportunity. Automate meeting URL creation and sharing with the assigned owner to reduce manual work, prevent missed steps, and stay focused on preparing for the deal.

Automatically create onboarding tasks in ClickUp when a HubSpot deal stage is updated. Reduce manual data entry and missed tasks to keep your team moving smoothly.
SerpApi
Yoom allows seamless integration with SerpApi without any coding, enabling automatic retrieval of search results from Google, Google Maps, and more via API. For instance, you can perform searches on Google using information registered in Google Sheets or Notion and automatically store the search results, all without needing to write any code.
see details
Templates

Regularly search Notion records with SerpApi, then use AI to summarize and append the results. Reduce the effort of searching and transferring information while keeping your data fresh and high-quality.
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
    Retrieve Google Search Results
    Retrieve Google Images Search Results
    Retrieve Google News Search Results
    Retrieve Google Local Search Results
    Retrieve Google Maps Search Results
    Get YouTube Search Results
    Get Bing Search Results
    Get Google Finance Search Results
    Get Baidu Search Results
    Get Yelp Search Results
    Get Google Search Keyword Suggestions (Autocomplete API)
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
Flowbot triggers
    There is no action.
Flowbot operations
    Retrieve Google Search Results
    Retrieve Google Images Search Results
    Retrieve Google News Search Results
    Retrieve Google Local Search Results
    Retrieve Google Maps Search Results
    Get YouTube Search Results
    Get Bing Search Results
    Get Google Finance Search Results
    Get Baidu Search Results
    Get Yelp Search Results
    Get Google Search Keyword Suggestions (Autocomplete API)
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