Automated Deal Assignment & Welcome

# Automated Deal Assignment & Welcome ## What It Does Automated Deal Assignment & Welcome automates the assignment of new HubSpot deals to Customer Success Managers (CSMs) and sends personalized welcome emails via Gmail. This saves time and boosts customer satisfaction by ensuring timely and relevant communication. The automation streamlines the onboarding process, reducing manual work for CSMs and sales teams. As a result, teams can focus on high-value customer relationships. ## Who Needs This Customer Success Managers who manually assign new deals and send welcome emails will benefit greatly from this automation. Currently, they spend a significant amount of time on these repetitive tasks, taking away from more strategic and high-impact work. By automating these tasks, CSMs can improve customer onboarding and satisfaction. ## How It Works — Step by Step 1. You connect your HubSpot account to the automation agent, allowing it to access new deals. 2. The agent identifies new deals in HubSpot and checks for the necessary information, such as customer email and CSM assignment. 3. You configure the agent with a list of CSMs and their corresponding email addresses or HubSpot user IDs. 4. The agent assigns the new deals to the appropriate CSMs based on your predefined rules or settings. 5. The agent generates a personalized welcome email for each new customer using the information from HubSpot. 6. You connect your Gmail account to the agent, enabling it to send the welcome emails. 7. The agent sends the welcome emails to the customers via Gmail, ensuring timely and relevant communication. 8. The agent logs the assignment and email sending activities, providing a record of the automation. ## What You Get * New HubSpot deals automatically assigned to CSMs based on predefined rules * Personalized welcome emails sent to customers via Gmail * Timely and relevant communication with customers, improving onboarding and satisfaction * Reduced manual work for CSMs and sales teams, freeing up time for strategic tasks * A record of deal assignments and email sending activities for tracking and reference ## Setup Requirements * HubSpot account with API access enabled * Gmail account connected to the automation agent * List of CSMs and their corresponding email addresses or HubSpot user IDs * Predefined rules or settings for assigning deals to CSMs ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*