Sales

Track every lead an agent touched

The agent remembers between runs, so nobody gets emailed twice.

The prompt

“Each morning, pull new HubSpot contacts tagged 'inbound', email the ones you haven't, follow up with anyone quiet for 4 days, and tell me who replied.”

  • HubSpot
  • Gmail
The flow
  1. Pull new contacts from HubSpot tagged 'inbound' and skip the ones it has already touched
  2. Send the first email and record the touch on the HubSpot contact
  3. On the next run, check HubSpot for who is due a follow-up and who replied
  4. Update the contact, skip anyone touched this week, and report the funnel

Side by side

The same job, by hand and through Spinrun

Doing it by hand

The grind

  • The follow-up sequence lives in someone's head and a spreadsheet nobody updates.
  • Two people email the same lead in the same week.
  • Nobody can say which leads went quiet after the second touch.

With Spinrun

  • Writes to connected apps wait for your approval by default, on every plan
  • Connected once through OAuth and kept in an encrypted vault.
  • Every call is in the activity log with the user, the tool, the action and the outcome.

Toolkits

The apps it touches

Run it with your apps.

Start on the free plan. No card required.

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