AI Agents for CRM Engagement

Introduction

If you manage customer relationships, you know how juggling multiple tools like HubSpot and Gmail can consume your time. Imagine having AI agents that help you perform complex tasks across these platforms through simple, natural language commands. With Assista, that vision becomes reality, enabling you to focus more on building relationships and less on repetitive work.

What can you achieve with this AI Agent?

• ✔️ Quickly retrieve and manage leads from HubSpot without manual searching.
• ✔️ Compose, send, and organize emails in Gmail through simple chat prompts.
• ✔️ Automate repetitive CRM tasks by coordinating actions across HubSpot and Gmail.
• ✔️ Generate reports combining data from your CRM and communications effortlessly.
• ✔️ Perform multi-step workflows involving data fetching, analysis, and messaging without any coding.
• ✔️ Control when workflows run by triggering them on demand to fit your schedule.

Workflow Examples

Title: Lead Follow-Up Email Drafting

Use case:

You want to respond to fresh leads from HubSpot promptly with personalized emails through Gmail.

Workflow:

• HubSpot: Retrieves new lead details.
• AI Agent: Drafts a follow-up email based on lead information.
• Gmail: Prepares the email for review or sending.

Result:

"Hi [Name], I noticed your interest in our services. Let me know if you'd like to schedule a quick call to discuss how we can assist you. Best, [Your Name]"

Prompt Draft:

Fetch new leads from HubSpot and draft personalized follow-up emails for each using Gmail, addressing their interests and prior interactions.

Benefits:

✔️ Saves time by automatically drafting emails tailored to each lead.
✔️ Helps maintain prompt and professional responses, increasing engagement.

Title: Contact Data Update and Email Confirmation

Use case:

You want to update contact information in HubSpot and confirm changes with contacts via Gmail, all triggered by your request.

Workflow:

• Gmail: Checks recent emails requesting updates.
• HubSpot: Updates contact data accordingly.
• Gmail: Sends confirmation emails to contacts.

Result:

Contacts receive confirmation emails verifying their updated information in your CRM.

Prompt Draft:

Identify recent emails from contacts requesting data updates, update their information in HubSpot, then draft and send confirmation emails from Gmail.

Benefits:

✔️ Eliminates manual data entry errors.
✔️ Improves communication transparency with contacts.
✔️ Lets you handle updates promptly on demand.

Title: Weekly CRM Leads Summary Email

Use case:

You want a concise summary of new and prioritized leads from HubSpot emailed to your inbox weekly.

Workflow:

• HubSpot: Gathers lead data for the past week.
• AI Agent: Summarizes key lead insights.
• Gmail: Drafts a summary email ready to send.

Result:

"Here’s a summary of new leads this week with priority notes to focus on."

Prompt Draft:

Collect lead information from HubSpot for the last week, summarize priority leads and prepare a summary email in Gmail for review.

Benefits:

✔️ Keeps you informed without sifting through data.
✔️ Supports focused follow-ups by highlighting priorities.
✔️ Enables you to trigger updates whenever you need.

By combining HubSpot and Gmail through easy-to-use AI agents, you gain control over repetitive CRM engagement tasks. This integration lets you act on your terms, simplifying your daily routine and enhancing your productivity.