Automate lead research, scoring, and follow-up drafts

A Make workflow can qualify leads from CRM data, then write personalized follow-up drafts for sales to review.

Done with Makeยท Intermediateยท Jun 2026

What they did
They built a Make scenario around HubSpot contact records and linked it with Slack, Gmail, and Google Calendar. The agent checks each lead, assigns a score, and prepares a tailored reply draft automatically. Slack alerts keep the sales team informed, while Gmail drafts and calendar availability support the next step in outreach.
How it went
The setup is meant to leave the sales team free to spend more time closing deals while the agent handles qualification and draft follow-up. The thread did not include score examples, performance metrics, or any reported problems.
Tips
This kind of workflow depends on access to Make plus the connected apps, so it works best when your CRM and email/calendar tools are already in place. If you want to try it, start with a small lead batch and review the drafts before using them in real outreach.

Try it yourself with Make

Create a Make scenario that watches for new leads from [lead source], pulls in company and contact details, researches each lead on the web, and scores them from 1 to 10 based on [ideal customer profile]. For any lead at or above [score threshold], draft a personalized follow-up email that mentions one relevant detail from the research and save it in [email tool] as a draft. Also notify me in [chat tool] with the score and a short summary. Stop after preparing drafts for the first [number] leads, and pause for my approval before sending, deleting, submitting, or changing anything permanent.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on reddit.com โ†—

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