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
- First, connect HubSpot and SerpApi to Yoom.
- Next, select HubSpot as the trigger and set the action to “When a new contact is created.”
- 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
■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 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 detailsTemplates
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
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.
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Automatically create a Google Meet and notify the owner in Slack when a HubSpot deal stage changes to “Qualified”
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.
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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.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
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Flowbot operations
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