1.Detect deal stage change
Integrate HubSpot and CRM data to detect the deal stage change that starts the follow-up sequence.
Send three-part follow-up emails when offer is presented
Automatically monitor deal stage changes across HubSpot CRM and trigger a three-email follow-up sequence from Gmail. Send timed messages when offer stage is reached or contact details loadβso you can prompt acceptance, confirm shipment choices, and validate payout preferences without manual follow-up.
How this automation protects your offer acceptance follow-up
When deal stage changes get missed, offers stall and sellers delay next steps. This automation triggers deal-stage alerts, finds contact details, and sends timed three-part emailsβso your team can prompt acceptance without chasing threads.
HubSpotor swap with your favorite app
2.Find associated contact
Integrate HubSpot and contact records to map the deal identifier and return the linked contact identifier.
3.Get contact and deal details
Integrate HubSpot and email and deal data to retrieve contact email and payout preferences plus offer amount and item description.
4.Send initial offer email
Integrate Gmail and email templates to send the initial message with amount and item description using configured from and signature.
Gmailor swap with your favorite app
5.Wait two days
Integrate Delay by Zapier to wait 2 days before the second outreach message.
Delay by Zapieror swap with your favorite app
6.Send second email
Integrate Gmail and email sending to send the second follow-up to the contact email address.
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Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
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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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