Hubspot + Bland.ai Integrations

This spell makes a phone call to a new user asking them about why they signed up, where they came from, and when a good time to schedule a product demo would be. It then parses the date/time for the product demo and either schedules it automatically or sends a recap email.

We added the call script as an input to show you what it looks like, but you can type yours directly into the Bland Call Number step so you don't need to type it in each time.

WHAT IT DOES:

1. Calls the user to ask questions and schedule a product demo
2. Parses the date/time for the product demo
3. Either sends a recap email asking for a good time for the demo, or schedules it automatically if confirmed on the call

SET UP:

1. Connect your Bland, Google Calendar, and Gmail accounts and configure those steps
2. Move the call script to the Bland step instead of an input on the Start step.

TIPS:

1. This is only a basic flow, but you can extend it from here. You may want to always send a recap email, or add a contact. You could also trigger this spell to happen whenever a user signs up, a new contact is added to your CRM, or something else!
2. Don't forget to write your own call script! They can be simple like the example, or you can make them more complex. Play around with the Bland step's options to get the right voice and conversation flow that resonates with your users.

This spell triggers when a new HubSpot contact is created. It researches the lead, qualifies them based on certain criteria, then updates the CRM and sends a Slack message if they are qualified.

How it works

1. Researches the lead based on their name and email. It will attempt to find their current employer, position, and other relevant info for qualification.
2. Qualifies the lead based on the research report and specific company criteria you enter.
3. If the lead is qualified, a Slack message is sent (eg. to your sales team).
4. If the lead is not qualified or unknown, the values are displayed and no action is taken.

Tips

This is only a basic flow, but you can extend it from here! Here are some ideas:

1. If a lead is qualified, you may want to attach a tag to them in your CRM or draft an email.
2. If the lead isn't qualified, you may want to draft a personalized welcome email to them.
3. If you use a different CRM, such as Salesforce, simply update the trigger in the Start step.