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Re-engage dormant leads with Claude emails using Crunchbase, NewsAPI, Hunter, and Gmail

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Last update 10 hours ago

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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

  1. Schedule - Runs weekly (every Monday by default)
  2. CRM Data - Pulls leads that have been inactive for 90+ days
  3. Trigger Detection - Checks three sources in parallel:
    • Crunchbase for funding events
    • NewsAPI for company news
    • Hunter.io for leadership changes
  4. AI Email - Claude generates a personalized re-engagement email based on the detected trigger
  5. Rep Notification - Sends the complete lead profile and email draft to the assigned sales rep for review

Setup steps

  1. Replace Load inactive leads (mock) with your CRM integration (Salesforce, HubSpot, Pipedrive)
  2. Add API credentials for trigger detection:
  3. Add your Anthropic API credentials for Claude
  4. Add your Gmail OAuth credentials
  5. 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