Write a personalized follow-up email for a new lead
Look up a lead in HubSpot and draft a tailored follow-up email in Gmail
Overview
A generic auto-reply wont make an impression on a promising lead. This template pulls their CRM history first, then drafts a follow-up that reflects what you actually know about them—whether thats a long deal history or a fresh form submission.
How it works
- Looks up the lead in HubSpot by name or email
- Pulls existing activity, deal history, and notes from their record
- Drafts a personalized follow-up email based on what it finds
- Adjusts the tone and content for new contacts with no prior activity
- Creates a draft in Gmail ready for your review
Who this is for
Sales reps and account managers who want personalized outreach without manually digging through CRM records first.
Suggested prompt
Look up [1. Lead name or email] in HubSpot and pull any existing activity, deal history, or notes on their record. Based on what you find, draft a personalized follow-up email I can send from Gmail. If theres no prior activity, treat them as a new contact and tailor the email accordingly.
Frequently asked questions
What if I use Salesforce instead of HubSpot?
Swap HubSpot for Salesforce in the prompt and connect Salesforce to your MCP server.
Does this send the email automatically?
No, it creates a draft in Gmail for you to review and send.
Can I customize the email tone?
Yes, add tone guidelines to the prompt like keep it casual or be formal and concise.
What if the lead is not in my CRM yet?
The template will treat them as a new contact and draft an appropriate intro email.