Can I filter follow-ups based on the type of deal?

Yes, DryMerge allows filtering based on deal types. Just specify the criteria defining the type of deals you want to filter, and DryMerge will handle the rest.

Can I use Zoho CRM instead of Salesforce?

Yes, you can use Zoho CRM instead of Salesforce. Describe the necessary changes and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is popular among account managers who need to ensure consistent follow-up with clients to nurture relationships and encourage repeat business.

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HubSpot + Salesforce

Schedule Follow-Up Emails in HubSpot for Closed Deals in Salesforce

Keep your clients engaged by scheduling follow-up emails via HubSpot every time a deal is closed in Salesforce. This ensures that relationships are nurtured, leading to higher client satisfaction and more repeat business.

Closed Salesforce Deal

Triggers when a deal is marked as closed in Salesforce.

Schedule Follow-Up Email

Schedules follow-up emails for the client in HubSpot.

See more HubSpot to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Send Personalized Emails in HubSpot for Lost Salesforce Deals

HubSpot + Salesforce

Create Follow-Up Tasks in HubSpot from Salesforce Workflow Alerts

HubSpot + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Schedule follow-up emails in HubSpot for closed deals in Salesforce"

Schedule follow-up emails in HubSpot for closed deals in Salesforce

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Salesforce.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

Zoho CRM

CRM Platform

Pipedrive

Sales CRM

Linear

Issue Tracking

Get Started with DryMerge

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