Welcome new clients and assign managers — right after the deal closes

As soon as a deal in hubspot is won, the scenario assigns the least busy manager and sends the client a personal email via devino.

  • A warm, personal email to the client within a minute
  • Managers get clients evenly, with no manual assignment
  • The workload list is kept in dataTable automatically
  • The sales-to-success handoff never slips
HubSpot
Set it up for yourselfScriptera

How it works

To connect devino and HubSpot, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Trigger: Deal Is 'Closed Won'
  2. Then: Configure Template Variables
  3. Check: If Deal Is Won
  4. If yes: Get CSM List
  5. Then: Find Least Busy CSM
  6. Then: HubSpot: Get Deal Details
  7. Then: Split Contact IDs
  8. Then: HubSpot: Get Contact Details
  9. Check: If Role is 'Champion'
  10. If yes: AI: Write Welcome Email
  11. Then: Util: Markdown to HTML
  12. Then: Gmail: Send Welcome Email
  13. Then: HubSpot: Assign Contact Owner
  14. Then: Increment CSM Deal Count
  15. Then: Structured Output Parser
  16. Then: AI Model

You can launch this devino + HubSpot integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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