AI Agent for Lead Generation

Introduction

Managing leads and communications efficiently can be challenging when juggling multiple tools. With Assista, you can connect HubSpot and Gmail to boost your productivity without any technical skills. This platform empowers you to handle complex tasks using natural language, allowing you to focus on what matters most: nurturing your leads and growing your business.

What can you achieve with this AI Agent?

Workflow Examples Using HubSpot and Gmail

Quick Lead Summary and Outreach Email

Use case

You want to review a lead’s details in HubSpot and send a tailored outreach email immediately.

Workflow

Result

"Hi Jordan, I noticed your recent interest in our marketing solutions. I'd love to discuss how we can support your goals this quarter."

Prompt Draft

Fetch the latest details from HubSpot lead 'Jordan Smith' and draft a personalized outreach email highlighting our marketing solutions, then send it via Gmail.

Benefits

✔️ Craft emails that resonate with your leads automatically.

✔️ Minimize the time spent on manual outreach.

Update Lead Status and Notify via Email

Use case

You completed a call with a lead and want to update their status in HubSpot and send a summary email to your team.

Workflow

Result

"Lead Alex Johnson has been marked as 'Qualified'. Call notes highlight interest in premium features and budget confirmation."

Prompt Draft

Update HubSpot lead 'Alex Johnson' status to 'Qualified' with call notes. Then compose and send a summary email to sales@company.com via Gmail.

Benefits

✔️ Enhance team communication through clear updates.

✔️ Ensure everyone stays informed without manual input.

Generate Follow-Up Email Based on HubSpot Lead Activity

Use case

You want to review recent interactions recorded in HubSpot and draft a follow-up email to continue engagement.

Workflow

Result

"Hi Taylor, following up on your recent interest in our service, I’d be happy to discuss the next steps whenever you’re ready."

Prompt Draft

Get the last three interactions for HubSpot lead 'Taylor Lee' and draft a follow-up email to re-engage based on those details. Prepare the email in Gmail for review.

Benefits

✔️ Save time drafting personalized messages.

✔️ Maintain consistent and timely outreach.

Connecting HubSpot and Gmail through this AI assistant allows your team to handle lead generation and communications more effectively. The ability to trigger workflows on demand ensures you stay in control while reducing manual tasks.