Send timed follow-up sequences when prospects go silent after quotes, demos, or proposals.
This automation starts when hubSpot deal idle timer — 3 days after `Quote Sent` or `Demo Completed`. It gmail send value email and klaviyo send case study, then day 10 WhatsApp nudge; any reply pauses sequence and alerts rep.
Read-only visualization of how data moves from trigger to final result.
HubSpot deal idle 3 days after Quote Sent or Demo Completed
Day 3 personalized follow-up email from template
Day 7 case study email to nurture sequence
Day 10 WhatsApp nudge; any reply pauses sequence and alerts rep
Process via HubSpot
Process via Gmail
Send
Send
Remove repetitive steps from Auto Follow Up so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Events trigger immediate actions instead of waiting for someone to check a queue.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~11 min
Manual trigger
Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
HubSpot deal idle 3 days after `Quote Sent` enters sequence—day 3 value email from template, day 7 case study Mailchimp send, day 10 WhatsApp nudge via Twilio if phone present, day 14 break-up email with feedback Typeform. Opens and clicks update deal engagement score; any reply pauses sequence and alerts assigned rep Slack.
Some steps run in preview until their integrations go live.
HubSpot sequences API, Mailchimp, Gmail, Twilio WhatsApp, Typeform, Slack.
Stages and day counts per sequence—quote, demo, proposal variants.
Personalize with deal name, rep signature, and product interest fields.
Any inbound email, meeting booked, or stage change stops remaining steps.
Accelerated timer in sandbox verifies four touches and pause on reply.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Gmail Search Query | text | is:unread | No |
Branch by deal pipeline or product line with different template sets.
HubSpot `pause_followup` checkbox halts automation until unchecked.
Mailchimp unsubscribe removes contact from all sales sequences.
WhatsApp step skipped if no `whatsapp_opt_in` property true.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
61 total reviews
We deployed this across three locations and saw immediate time savings. The Auto Follow Up workflow handles edge cases we didn't expect it to.
+ Setup was straightforward · Great documentation
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Integrations worked on first try · AI quality exceeded expectations
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ Reliable triggers every time · Support team helped customize quickly
HubSpot deal idle 3 days after `Quote Sent` enters sequence—day 3 value email from template, day 7 case study Mailchimp send, day 10 WhatsApp nudge via Twilio if phone present, day 14 break-up email with feedback Typeform. Opens and clicks update deal engagement score; any reply pauses sequence and alerts assigned rep Slack.
Activate Auto Follow Up with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Auto Follow Up.
Current version: 1.2.0
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