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Automate Sales Follow-Ups with GPT-4o-mini, HubSpot, Slack, Teams & Telegram

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Created by: Avkash Kakdiya || itechnotion

Avkash Kakdiya

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Last update 4 days ago

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How it works

This workflow automatically generates personalized follow-up messages for leads or customers after key interactions (e.g., demos, sales calls). It enriches contact details from HubSpot (or optionally Monday.com), uses AI to draft a professional follow-up email, and distributes it across multiple communication channels (Slack, Telegram, Teams) as reminders for the sales team.

Step-by-step

1. Trigger & Input

  • Schedule Trigger – Runs automatically at a defined interval (e.g., daily).

  • Set Sample Data – Captures the contact’s name, email, and context from the last interaction (e.g., “had a product demo yesterday and showed strong interest”).

2. Contact Enrichment

  • HubSpot Contact Lookup – Searches HubSpot CRM by email to confirm or enrich contact details.

  • Monday.com Contact Fetch (Optional) – Can pull additional CRM details if enabled.

3. AI Message Generation

  • AI Language Model (OpenAI) – Provides the underlying engine for message creation.

  • Generate Follow-Up Message – Drafts a short, professional, and friendly follow-up email:

  • References previous interaction context.

  • Suggests clear next steps (call, resources, etc.).

  • Ends with a standardized signature block for consistency.

4. Multi-Channel Communication

  • Slack Reminder – Posts the generated message as a reminder in the sales team’s Slack channel.

  • Telegram Reminder – Sends the follow-up draft to a Telegram chat.

  • Teams Reminder – Shares the same message in a Microsoft Teams channel.

Benefits

  • Personalized Outreach at Scale – AI ensures each follow-up feels tailored and professional.

  • Context-Aware Messaging – Pulls in CRM details and past interactions for relevance.

  • Cross-Platform Delivery – Distributes reminders via Slack, Teams, and Telegram so no follow-up is missed.

  • Time-Saving for Sales Teams – Eliminates manual drafting of repetitive follow-up emails.

  • Consistent Branding – Ensures every message includes a unified signature block.