Generate follow-up emails from tasks

FollowPilot generates personalized follow-up emails using HubSpot contact details, CRM context, and previous sales activities. This helps sales reps save time and write better follow-ups without starting from scratch. Sales Reps can choose how much automation they want, from generating emails manually to fully automating follow-up email creation.

Send emails directly from your inbox

FollowPilot sends emails through the user’s inbox account (Gmail or Outlook), ensuring messages come from their real address and fit naturally into their existing workflow. This allows users to send follow-ups without switching tools, while keeping communication consistent with their usual email setup.

Automatically log email activity to HubSpot

Emails sent through FollowPilot are automatically logged in HubSpot and associated with the correct contact. This ensures the CRM stays up to date without manual input, giving full visibility into communication history.

Keep follow-ups moving with automatic task updates

FollowPilot helps users stay on top of follow-ups by adjusting HubSpot tasks based on email activity and replies. Example: if a contact replies, the follow-up task is adjusted to reflect the new conversation, helping the user focus on the right next action, at the right time.

Flexible automation

Users can choose how much automation they want — from generating emails manually to automatically sending follow-ups.

Match follow-ups to the right HubSpot owner

FollowPilot reads HubSpot owner records so each user can connect their account to the correct HubSpot identity. This helps ensure follow-up tasks and CRM activity stay aligned with the right rep.

Add Meeting links in emails

Used to allow users to insert their own HubSpot meeting scheduling links into FollowPilot-generated emails.

Generate follow-ups from HubSpot deals

Create AI follow-up drafts directly from HubSpot Deal records using deal context, associated contacts, recent activity, and CRM history.

Generate emails from HubSpot contacts

Create AI follow-up drafts directly from HubSpot Contact records using contact details, company information, tasks, emails, meetings, and notes.