1.Detect new pop-up signup
Integrate HubSpot and CRM tools to detect the moment a new contact is added from a pop-up form list.
Send tailored course recommendations to new pop-up signups
Automatically monitor new contacts from pop-up signups across HubSpot and Gmail. Automatically send tailored course recommendations when pop-up signup happens or duplicates appear or high-intent messages are flaggedβso you can fetch matching courses, generate an HTML email, and reduce manual follow-up without manual follow-up.
How this automation ranks your course outreach
When new pop-up signups wait too long for relevant course suggestions, engagement drops. This automation maps signup fields, retrieves matching courses, generates an HTML email, and sends it through Gmailβso your team can convert intent faster.
HubSpotor swap with your favorite app
2.Map signup submission fields
Integrate HubSpot and form field mapping to capture first name, email, subject preference, age group, and message.
3.Delay for 5 minutes
Integrate Delay by Zapier and workflow timing tools to pause outreach before querying the course catalog.
Delay by Zapieror swap with your favorite app
4.Query course database
Integrate Webhooks by Zapier and course API tools to retrieve matching course records using age group and subject.
Webhooks by Zapieror swap with your favorite app
5.Generate ranked HTML email
Integrate ChatGPT (OpenAI) and content generation tools to filter and rank 2 to 3 course matches into an HTML email body.
ChatGPT (OpenAI)or swap with your favorite app
6.Send tailored course email
Integrate Gmail and email delivery tools to send the HTML message to the recipient with subject and configured BCC.
Gmailor swap with your favorite app
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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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