1.Detect new contacts in list
Integrate HubSpot and CRM lists to watch for new contact entries and trigger outreach for membership welcome sequences.
Send accreditation welcome and renewal emails to members
Automatically monitor new contact in list events across HubSpot and Microsoft Outlook. Automatically send welcome and renewal emails when contacts are added to the configured list or renewal windows hit or renewal reminders reach the due dateβso you can send welcome emails, schedule reminder delays, and deliver renewal messages without manual outreach.
How this automation delivers consistent member outreach
When new contacts are added to a configured list, delays can stall welcome and renewal outreach. This automation sends timed welcome and renewal emails and delivers expiry notifications automaticallyβso your team can stay consistent without chasing messages.
HubSpotor swap with your favorite app
2.Send welcome email
Integrate Microsoft Outlook and contact personalization tools to send welcome emails with resources attached for new accredited members.
Microsoft Outlookor swap with your favorite app
3.Delay for 30 days
Integrate Delay by Zapier and scheduling tools to pause outreach before the next renewal reminder goes out.
Delay by Zapieror swap with your favorite app
4.Send first renewal reminder
Integrate Microsoft Outlook and renewal access materials to send the first reminder with renewal instructions or test details.
5.Delay for 30 days
Integrate Delay by Zapier and scheduling tools to wait for the next 30 day window before the expiry message.
6.Send expiry and renewal-due email
Integrate Microsoft Outlook and resource libraries to send an expiry or renewal-due message with access details.
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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