CRM to map to inbox. A custom workflow that puts HubSpot data on a live map, plans visit routes and writes personalised emails straight into Outlook drafts. Saves each sales rep around 5 hours a week.
The full walkthrough. Open on YouTube
The sales team visits colleges and universities across the UK. To make each trip worthwhile, reps would book one appointment, then try to fill the rest of the trip with nearby customers. That meant:
Planning a single trip could take hours.
A single workflow that connects the tools the team already uses.
Every customer in HubSpot is plotted by address, showing deal value, open opportunities and last activity. Data is read-only, so nothing in the CRM changes.
Pick a starting appointment, see every customer nearby and plan the route.
Select the contacts, pick a template made for that type of customer and personalise each email, including a custom signature.
Emails are created in Outlook drafts. Nothing sends automatically, so every email is checked before it goes out.
The team estimated the old process took 1 to 2 hours a day. Taking the lower end:
Across a whole team, and with more workflows like this, the time adds up fast.
Book a free call and we'll map out where the hours are going and what to automate first.
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