How to Automate Email Follow Up
Through the power of Kixie and HubSpot, you can streamline your lead nurturing and email follow-up process, and save valuable time. With this automation, you can create a sales workflow to automate email follow-up, and encourage leads to move through your sales pipeline.
Log Call Outcome
Trigger a HubSpot workflow based on a call outcome (such as "Interested") or a meeting type (such as "Demo Requested").
Contact-Based Workflow
Configure a contact-based workflow in HubSpot to use the call and meeting type as the trigger, so the workflow is only activated when the desired outcomes are logged.
Send Email
Add the email as an action step within the workflow, to send an email from a template to the contact.
Send SMS
Additionally, you have the option to include a Kixie auto-SMS to the HubSpot sales workflow as another reminder to the lead.
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After business hours auto-reply
Sorry we missed you. Our business hours are M-F, 9am-5pm. Someone from [company name] will get back to you within 24-48 hours. Thanks for your text!
SMS
Appointment confirmation auto-reply
Hello [name], this is [company name]. We wanted to remind you of your upcoming appointment on [date] at [time]. Please text “Y” to confirm. Thank you!
Thanks for reaching out to [company name]. Sorry we can’t reply right now, you’ve caught us during lunch time! Someone from our staff will reach out at [time].
SMS