1.Detects new contact in list
Integrate HubSpot and CRM contact data to detect new list additions and start deal lookups.
Send staged follow-up emails for qualified deals to assigned contacts
Automatically detect new contacts added to the HubSpot list and find their associated deal across HubSpot and outreach tools. Create staged outreach and update deal stages when contact reaches the follow up windowβso you can send emails, log engagement, and advance deals without manual follow-up.
How this automation advances your deal follow-up
When a contact is added to the list, missed timing can stall deal momentum. This automation finds deals and checks private domains, then sends staged outreach and updates deal stagesβso you can advance follow-ups without manual follow-up.
HubSpotor swap with your favorite app
2.Finds associated deal
Integrate HubSpot and deal lookup tools to search for the associated deal and return the deal id.
3.Extracts email domain
Integrate Formatter by Zapier and email parsing tools to map the email to an isolated domain value.
Formatter by Zapieror swap with your favorite app
4.Checks private domain list
Integrate Zapier Tables and database lookup tools to find a matching record in Private Domains.
Zapier Tablesor swap with your favorite app
5.Sends first outreach email
Integrate Microsoft Outlook and email templates to send the staged outreach to the contact.
Microsoft Outlookor swap with your favorite app
6.Creates engagement record
Integrate HubSpot and engagement tracking tools to create an engagement and associate it to the contact and deal.
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Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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