What this workflow does
Automatically re-engages dormant leads by detecting trigger events (funding rounds, company news, leadership changes) and generating personalized outreach emails. The workflow identifies leads inactive for 90+ days, checks multiple data sources for re-engagement opportunities, and sends AI-generated email drafts to sales reps for approval.
How it works
- Schedule - Runs weekly (every Monday by default)
- CRM Data - Pulls leads that have been inactive for 90+ days
- Trigger Detection - Checks three sources in parallel:
- Crunchbase for funding events
- NewsAPI for company news
- Hunter.io for leadership changes
- AI Email - Claude generates a personalized re-engagement email based on the detected trigger
- Rep Notification - Sends the complete lead profile and email draft to the assigned sales rep for review
Setup steps
- Replace Load inactive leads (mock) with your CRM integration (Salesforce, HubSpot, Pipedrive)
- Add API credentials for trigger detection:
- Add your Anthropic API credentials for Claude
- Add your Gmail OAuth credentials
- Test with Test workflow manually node before enabling schedule
API keys required
| Service |
Purpose |
Cost |
| NewsAPI |
Company news detection |
Free (100 req/day) |
| Crunchbase |
Funding event detection |
$99/mo (optional) |
| Hunter.io |
Leadership change detection |
Free tier available |
| Anthropic |
AI email generation |
Pay per use |
| Gmail |
Send notifications |
Free |