Overview

FollowPilot helps you send better follow-up emails and keep your deals moving in HubSpot.

In a few minutes, you’ll be able to:

• Generate personalized emails based on your CRM context
• Send them from your Gmail account
• Automatically log activity and create follow-up tasks in your CRM

Step 0 – Create your account

Sign up with your email. You’ll get a magic link by email.

Click on it, you’ll be guided through the setup.

First, set you password:

Step 1 – Select you Plan

All plans start with a 14-day free trial.

You can cancel before the end of the trial, so your credit card won’t be charged.

Step 2 – Connect your CRM (HubSpot)

Click Connect HubSpot and authorize access.