Alaskan Labs

New-lead intro, with approval

When a lead lands in the CRM, the outbound dog reads them, checks recent news, drafts a short first email and sends it only after you approve it, then logs it on the contact.

Use it in AlaskanDownload JSON
For
Outbound and sales teams
Runs
When crm.lead.created
Run by
Kodiak, prospecting
Apps
HubSpot, Gmail
Licence
MIT, by Alaskan Labs

The graph

A run walks it from the top, one step at a time. A Decide step comes to you as a card and the run waits; it carries on along the option you choose. Steps marked write change something, so they run only after an approved Decide.

  1. 01

    Read the new leadApp · HubSpot

  2. 02

    Look for recent news about themNews

  3. 03

    Draft the introThink

  4. 04

    Send this intro?Decide

    1. 1Send it
    2. 2Don't send

    Send it → Send the intro from your inbox · Don't send → Mark the lead as skipped

  5. 05

    Send the intro from your inboxApp · Gmail · write

  6. 06

    Log the email on the contactApp · HubSpot · write

  7. 07

    Mark the lead as skippedWrite

When crm.lead.created

1 · Send it2 · Don't sendAPPRead the new leadNEWSLook for recent news aboutthemTHINKDraft the introDECIDESend this intro?APPWRITESend the intro from yourinboxWRITEMark the lead as skippedAPPWRITELog the email on thecontact

Installed with