Follow-Up Agent

Sales reps forget to follow up on time.

Tracks deal stages and auto-sends personalized email follow-ups based on CRM behavior.

CRM IntegrationEmail AutomationDeal Tracking

Chat with AI Agent

I need you to monitor my CRM system and automatically send personalized follow-up emails to prospects based on their deal stage and behavior patterns to ensure I never miss a critical follow-up opportunity.

I'd be happy to help you set up automated CRM follow-up emails! To get started, I'll need some information about your setup and preferences. First, which CRM system are you currently using? Popular options include Salesforce, HubSpot, Pipedrive, or others.

I'm using HubSpot for my CRM system.

Perfect! I'll need to connect to your HubSpot account to monitor your deals and prospects. I'll send you a HubSpot authorization link for that. Now, what email service would you like me to use for sending the follow-up emails? I can work with Gmail, Outlook, or other email providers.

I want to use my Gmail account for sending the emails.

Great choice! I'll also need a Gmail authorization link for that. Now let's talk about your follow-up preferences. What are the main deal stages in your pipeline that should trigger follow-up emails? For example, 'Initial Contact', 'Proposal Sent', 'Negotiation', etc.

My main stages are Lead, Qualified Prospect, Proposal Sent, Negotiation, and Closed Won or Lost.

Excellent! Now, what time intervals would you like for follow-ups at each stage? For instance, how many days after moving to 'Qualified Prospect' should I send the first follow-up, and how often after that?

For Lead stage, follow up after 2 days and then every 5 days. For Qualified Prospect, follow up after 3 days then weekly. For Proposal Sent, follow up after 5 days then every 3 days. For Negotiation, follow up every 2 days.

Perfect timing setup! What hours would you prefer for sending these emails to maximize response rates? Most businesses see good results between 9 AM to 5 PM in the prospect's timezone.

Send emails between 10 AM to 4 PM in the prospect's timezone.

Smart approach! One more thing - should I pause follow-ups for any specific days? Many sales teams avoid sending on weekends or holidays.

Yes, please skip weekends and major US holidays.

Got it! Finally, I'll need your contact information to include in the email signatures. Could you provide your full name, title, company name, and phone number?

My name is Sarah Martinez, I'm the Sales Director at TechFlow Solutions, and my phone number is (555) 847-2916.

Perfect! Let me summarize what I'll set up: I'll monitor your HubSpot deals across Lead, Qualified Prospect, Proposal Sent, and Negotiation stages, sending personalized follow-ups at your specified intervals between 10 AM-4 PM (skipping weekends and holidays), using your Gmail account with your signature as Sarah Martinez, Sales Director at TechFlow Solutions. Should I go ahead and activate this automation for you?

Yes, please activate the automation.

Automation activated! Your HubSpot CRM monitoring system is now live and will automatically send personalized follow-up emails based on deal stages and timing preferences. You'll receive notifications when emails are sent and can track engagement through your HubSpot dashboard.

How it works

Setup: I connect your CRM system to enable real-time monitoring of all your active deals and prospect interactions.
Monitoring: The system continuously tracks deal stages, prospect engagement levels, and time elapsed since last contact across all your opportunities.
Analysis: When a follow-up is due based on your predefined rules or deal stage changes, the system analyzes the prospect’s behavior and interaction history.
Personalization: I craft personalized follow-up emails tailored to each prospect’s specific situation, deal stage, and previous communications.
Automation: The system automatically sends these personalized follow-up emails at optimal times to maximize response rates.
Tracking: I monitor email engagement and update your CRM with delivery status, opens, and responses to keep your pipeline data current.

This agent is currently in development.

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Common Questions

An AI Agent is an automated system that can understand instructions, take action, and complete workflows across apps, tools, and blockchains without human input for each step.

ChatGPT gives you answers. ActlysAI Agents actually do the work for you, whether it’s monitoring wallets, sending follow-ups, or managing recurring tasks. No more copying and pasting between tools.

Not at all. You describe your workflow in plain language, and the AI builds and runs it for you. You can manage, edit, and improve workflows with zero technical skills.

Anything from sending sales emails and scheduling meetings to monitoring crypto wallets, claiming airdrops, syncing calendars, tracking expenses, and more. If it’s digital and repetitive, an AI Agent can likely do it.

We’re building integrations with web apps (e.g., Gmail, Slack, Notion, Google Sheets), SaaS tools (e.g., CRMs, marketing platforms), and Web3 services (e.g., Ethereum, Solana, Wallets, DEXs). Support expands weekly.

We don’t share your data. All API keys, credentials, and wallet info are encrypted and controlled by you. Agents only access what’s required for the tasks you assign.

Yes. You can deploy and manage multiple agents for different roles, for example, one for finance tracking, another for customer support, and a third for DAO governance monitoring.

Pricing is still being finalized. We plan to offer a free tier with basic usage, and paid tiers based on agent complexity, execution volume, and integrations.

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