New workflow
Describe it Build plan
Describe what should happen… When a demo request comes in, qualify it, let me approve the reply in Slack, then send it from Gmail.
Plan Demo request follow-up
Building plan Ready to run Run
TriggerNew demo request in HubSpot
AI stepQualify the lead and draft a reply
ApprovalYou approve the reply in Slack Waits for you
ActionSend the reply from Gmail
Outcome check How Awish will verify it worked
Reply delivered to the lead Deal stage updated in HubSpot