AI-Powered Follow-Up Email Sequences from CRM Triggers

What this automation does: Generates personalized follow-up emails automatically whenever a CRM trigger fires — such as a prospect opening a proposal, a demo being completed, or a deal stage advancing.

Time saved: 5-10 minutes per trigger event

How it works

1. Define your triggers in Salesforce/HubSpot: demo completed, proposal sent, stage moved to Negotiation, deal gone dark for 14 days.
2. Build the Make/Zapier scenario: When trigger fires, pull deal data from CRM (company, contact name, deal stage, last activity, notes from last call).
3. Send to Claude API with a prompt like: "Write a personalized follow-up email for [CONTACT NAME] at [COMPANY]. Deal stage: [STAGE]. Last interaction: [LAST ACTIVITY]. Key pain points from discovery: [NOTES]. CTA: [STAGE-APPROPRIATE NEXT STEP]. Under 150 words. Professional but warm."
4. Push the generated email as a draft to Outreach or Salesloft for rep review and one-click send — or directly to Gmail drafts for personal review.

Important

Always have a rep review AI-generated emails before sending. The goal is 80% ready, not 100% automated. The rep adds the final 20% of personal touch and judgment before sending.