1.Detect new contact in list
Integrate HubSpot and CRM list tools to detect new shipped buyers added to a configured list and start the workflow.
Send post-shipment thank-you and referral messages to buyers
Automatically monitor new contact in the configured list across HubSpot, Formatter by Zapier, Quo, and Gmail. Send post-shipment thank-you and referral requests when new shipped buyer added, buyer enters follow-up list, or contact is added to listβso you can send SMS, send templated email, and update contact timelines without manual follow-up work.
How this automation delivers referral follow-ups at the right time
When a shipped buyer is added to the configured HubSpot list, delayed outreach can reduce referrals. This automation formats follow-up timing, sends SMS or email, and updates the HubSpot contact timelineβso your team can drive replies without chasing channels.
HubSpotor swap with your favorite app
2.Format follow-up date for updates
Integrate Formatter by Zapier and data formatting tools to format the current date and map it to follow-up timestamp fields.
Formatter by Zapieror swap with your favorite app
3.Send SMS thank-you and referral
Integrate Quo and SMS messaging tools to send an SMS message using mapped phone and message template fields.
Quoor swap with your favorite app
4.Send templated referral email
Integrate Gmail and email templating tools to send a personalized referral email when an address exists and SMS was not sent.
Gmailor swap with your favorite app
5.Update contact record and note
Integrate HubSpot and CRM timeline tools to update last follow-up and append a short outreach note for the attempted channel.
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