Example automations you can build

Here are some practical automation workflows you can build with the Automation Builder to connect Sendr to your existing tools.

CRM to Sendr: auto-add new leads to a campaign

Trigger: New contact created in HubSpot (or Attio)

Action: Add contact to a Sendr campaign

When your sales team adds a new lead to your CRM, they are automatically dropped into a Sendr campaign ready for enrichment and outreach, with no manual export or import needed.

Deal stage change: trigger a Sendr campaign

Trigger: Deal moves to "Qualified" stage in HubSpot

Action: Add contact to a Sendr campaign

When a deal is qualified in your CRM, Sendr automatically begins personalised outreach for that contact.

Page visit: update CRM record

Trigger: Contact visits their personalised page in Sendr

Action: Update contact record in HubSpot or Attio with "Page visited" and timestamp

When a recipient opens their page, your CRM record is updated automatically, giving your sales team a live signal of intent without having to check Sendr manually.

Meeting booked: stop the campaign and notify the team

Trigger: Calendar booking made on a Sendr page

Action: Remove contact from the campaign + post notification to Slack

When a contact books a meeting, the campaign stops automatically and a Slack message alerts the relevant team member.

Sendr enrichment to CRM: write back enriched data

Trigger: Enrichment column completes in Sendr (e.g. LinkedIn Profile, DISC)

Action: Update contact record in CRM with enriched fields

Keep your CRM enriched automatically using Sendr's data, with no copy-paste required.

Tool to tool: keep two of your apps in sync

Trigger: New contact added in one of your tools

Action: Create the matching record in another of your tools

Automations do not have to involve Sendr. If it helps your workflow, you can connect two of your other apps directly and let the Automation Builder keep them in sync.