Melanie S.

Has anyone built an automation or agent that auto-drafts follow-up emails for sales reps? Looking for something that queues up drafted replies each morning for rep review and one-click approval before anything sends. We want reps spending less time writing routine follow-ups without losing control of what goes out. Curious if anyone has gotten this working via Hubspot workflows, the agent builder, or a connected tool (ie. Claude, Zapier). Ideally the drafted responses would sit right in gmail but open to HS tasks as well. What's actually working and where are the limitations?

Hey RevOps leaders, curious how you handle addendums vs. amendments to contracts in HubSpot. I work in events, and sometimes we deal with sponsorship upgrades or even delinquent payments, and I’m not sure the best way to track these. Would love to hear how others manage this!