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Client Pulse Monitor - HubSpot + Gmail
Scans HubSpot for clients with no activity in 7+ days, drafts check-in emails via Gmail, and alerts your team on Slack.
Public 0 clones Published 34d ago
client-engagementconsultingcrm
What's included
1 Agent
Integrations
Connect these services to get the most out of this blueprint.
1 Event Trigger
Triggers start paused. Activate them after connecting your integrations.
Deal Stage Updated Client Pulse Monitor
1 Email-Enabled Agent
Dedicated email addresses will be set up for these agents automatically.
Client Pulse Monitor Send & Receive
Inbound: New senders triaged
Email from unknown senders is held for review before the agent processes it.
Outbound: All reviewed
Every outbound email requires human approval before sending.