Cradle + HubSpot Workflow - Welcome Email

You can make your post first call follow up much easier with this workflow.

Sending a Welcome email

When a new contact is added to HubSpot through Cradle, you might want to send them an email to thank them for their call, or to send them further information following the phone call. For example, you may want to automatically send them more information on how to sign up. 

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By using the User that created this contact from within Cradle property, we can trigger a workflow that emails the new contact a welcome email.

Enrollment

Create the following enrollment triggers with an AND between them:

User that created this contact from within Cradle is known

Create date is less than 1 day ago

Re-enrollment

Do not use re-enrollment for this workflow.

 

 

 

 

Action

Wait! 

This delay will make your email seem less creepy. 

Then send your email.