Skip to content
TulipFarm

Trial signup follow-up agentSay hello while the product is open.

When a new trial signup appears in HubSpot, it reads what you know about them. It drafts a short, personal welcome in Gmail and posts a note to your team in Slack.

Your first signup includes $50 in free credits.

New HubSpot contact

Follow up on new trial signups

Reads
A new HubSpot contact
Grows
A welcome draft
Lands in
Gmail and Slack
HubSpotGmailSlack
Follow up on new trial signups: starts New HubSpot contact, uses HubSpot, Gmail, Slack.

Ask for it once, in plain words.

No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.

You

When a new contact is created in HubSpot from a trial signup, draft a short personal welcome in Gmail with one tip for their use case, and post a note in Slack.

TulipFarm

I made an agent called Trial welcome and a workflow that starts on each new HubSpot contact. It reads the contact. Saving the draft and posting to Slack ask you first. Activate it?

ActivateEdit first

One signup, start to finish.

Every run is saved as an agent task you can open, check and rerun.

  1. HubSpot

    A new contact is created

    Run startedStarted
  2. Reads

    Name, company and the signup answers

    1 contact
  3. Checks

    Is it a real person, not a test or a duplicate

    Real
  4. Writes

    A welcome with one tip, using your welcome skill

    1 draft
  5. Asks first

    Save the draft and post to Slack

    Approved
  6. Saves

    Draft in Gmail, note in Slack

    DoneCompleted

The welcome draft.

Short, personal, with one thing to try first.

What gets planted.

Three parts you own and can change at any time.

  1. Agent

    Trial welcome

    Reads the contact and writes the hello.

  2. Skill

    Welcome voice

    Warm, short, one tip.

  3. Workflow

    New contact

    Starts on each new HubSpot contact.

Uses

  • HubSpotHubSpot
  • GmailGmail
  • SlackSlack

Add if you use it

  • Google SheetsGoogle Sheets
  • Google CalendarGoogle Calendar

It reads quietly. It asks before it acts.

Reads without asking

  • The new HubSpot contact
  • Answers from the signup form

Asks you first

  • Saving the draft
  • Posting to Slack
  • Sending the email

It uses your own connections, so it never sees more than you can.

Grow it your way.

  • Day 3 check

    Add a second workflow that drafts a follow-up three days later.

  • Route by size

    Send bigger companies to a sales channel in Slack.

  • Log it

    Add a row in a sheet for every welcome.

Questions, answered.

Is HubSpot read and write?

No. HubSpot starts the workflow when a record is created. To write back to HubSpot, add it through a Custom MCP connection.

Does the welcome send itself?

No. It saves a draft. Sending asks you first.

Which signups does it see?

New HubSpot contacts that match the start you set on the workflow.

A real hello, every signup.

Public beta, open to everyone. Your first signup includes $50 in free credits.