Automate sales follow-ups with GPT-4o-mini, HubSpot, Slack, Teams & Telegram

How it works

This workflow automatically generates personalized follow-up messages for leads or customers after key interactions (e.g., demos, sales calls). It enriches contact details from HubSpot (or optionally Monday.com), uses AI to draft a professional follow-up email, and distributes it across multiple communication channels (Slack, Telegram, Teams) as reminders for the sales team.

Step-by-step 1. Trigger & Input

- Schedule Trigger – Runs automatically at a defined interval (e.g., daily).

- Set Sample Data – Captures the contact’s name, email, and context from the last interaction (e.g., “had a product demo yesterday and showed strong interest”).

2. Contact Enrichment

- HubSpot Contact Lookup – Searches HubSpot CRM by email to confirm or enrich contact details.

- Monday.com Contact Fetch (Optional) – Can pull additional CRM details if enabled.