Send outreach/cold email using Gmail to new HubSpot contacts
Use case
This workflow uses Gmail to send outreach emails to new Hubspot contacts that have yet to be contacted (usually unknown contacts), and records the outreach in Hubspot.
Setup
- Setup HubSpot Oauth2 creds (Be careful with scopes. They have to be exact, not less or more. Yes, it's not simple, but it's well documented in the n8n docs. Be smarter than me, read the docs)
- Setup Gmail creds.
- Change the from email and from name in the
Record outreach in HubSpotnode
How to adjust this template to your needs
- Change the email message in the
Set keysnode - Think about your criteria to reach out to new contacts. Here we simply filter for only contacts with unknown dates.
Automate Cold Email Outreach to New HubSpot Contacts
This n8n workflow automates the process of sending personalized cold emails to new contacts added in HubSpot using Gmail. It's designed to help sales and marketing teams quickly engage with potential leads without manual intervention.
What it does
This workflow is currently a collection of nodes that demonstrate the capabilities of n8n with HubSpot and Gmail. It includes:
- Schedule Trigger: A node to initiate the workflow at specified intervals.
- HubSpot: A node to interact with your HubSpot CRM, likely to fetch new contacts or update existing ones.
- Edit Fields (Set): A utility node to transform or set data fields, useful for preparing data before sending emails.
- Gmail: A node to send emails through a configured Gmail account.
- Sticky Note: A helper node for adding comments or notes within the workflow for documentation or reminders.
Prerequisites/Requirements
- n8n Instance: A running instance of n8n.
- HubSpot Account: With appropriate API access.
- Gmail Account: Configured for sending emails.
Setup/Usage
- Import the workflow: Download the provided JSON and import it into your n8n instance.
- Configure Credentials:
- Set up your HubSpot credentials to allow n8n to connect to your CRM.
- Set up your Gmail credentials to enable n8n to send emails on your behalf.
- Customize Nodes:
- Schedule Trigger: Adjust the schedule to your desired frequency for checking new HubSpot contacts.
- HubSpot: Configure this node to query for new contacts. You might need to add logic to filter contacts based on creation date or specific properties.
- Edit Fields (Set): Use this node to extract relevant contact information (e.g., name, email) from HubSpot and format it for your email template.
- Gmail: Configure this node to send emails. You will need to define the recipient (using data from HubSpot), subject, and body of the email. You can use expressions to personalize the email content with contact details.
- Activate the workflow: Once configured, activate the workflow to start sending automated cold emails.
Note: The provided JSON currently only contains disconnected nodes. To make this a functional workflow, you will need to connect the nodes in a logical sequence (e.g., Schedule Trigger -> HubSpot -> Edit Fields -> Gmail) and configure their operations to fetch new contacts and send emails.
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