Introduce yourself to new CRM contacts
Drafts an introduction email to each new HubSpot contact, written from what your CRM already knows about them.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1HubSpotSearch contactsFinds the contacts recently added to HubSpot, along with their name, job title, company, website and source.
For each
contact- 2GmailFind emailSearches your whole mailbox for any message to or from the address, so nobody you already know is introduced to.
- 3AnthropicGenerate model responseAsks the AI for a subject line and a short introduction drawn from the CRM facts, inventing no meeting or referral.
If
sendAutomaticallyis “yes”- 4GmailSendSends the introduction straight to the contact, but only when you have switched automatic sending on.
Otherwise
- 5GmailCreate draftLeaves each introduction in your Gmail drafts for you to read, change and send, unless automatic sending is on.
- 4
- 2
How it works
What happens on each run, in plain English.
Once a day, the contacts recently added to HubSpot are read, and each gets a short first introduction written by AI from what your CRM holds: their name, job title, company, website, lifecycle stage and how they first found you. It uses at most one of those details, so the email reads as interest rather than surveillance.
Each introduction is left in your Gmail drafts for you to read, change and send, unless you have switched sending on. The AI is told never to invent a meeting, a referral or a shared contact. Nobody is introduced to twice: your whole mailbox is searched for that address first, and anyone you have written to or heard from is skipped. A contact with no valid email address is reported and skipped, one that cannot be written is logged while the rest go on, and HubSpot itself is only ever read.
Before the first run you need HubSpot and Gmail connected, a few sentences on who you are and what you do, and a name to sign off with.
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