Post-event follow-up

Turn an event lead list into prioritized, personalized follow-ups.

After a conference you have a spreadsheet of badge scans and no time to work it. Upload the list and Hops scores the leads, matches them to the CRM and drafts a follow-up for each.

How it runs: Triggered. An automation runs when an event attendee list is uploaded to the Space, and you can also ask Hops directly.

What it does

• Scores every lead. Hops compares each attendee against the ICP pinned in the Space and ranks them.
• Matches to the CRM. Existing contacts and open opportunities are linked, so reps see who is already in a deal.
• Removes noise. Duplicates and existing customers are taken out of the follow-up list.
• Drafts a short follow-up. Each of the top leads gets a two-line email that mentions the event.
• Reminds reps. The next morning at 9am reps are reminded to review and send their drafts.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Prioritize these event leads and draft follow-ups.

Which leads from the SaaStr list are already in open opportunities?

Draft follow-ups for the top 40 leads and mention the booth demo.

Remove customers and duplicates from this attendee list.

Split the hot leads by rep territory and tell each rep what to send.

Example reply:

186 leads processed:

• 24 hot leads matched to open opportunities.
• Personal follow-ups drafted for the top 40.
• Duplicates and existing customers removed.

What you get

• A post when the list lands, in the Space chat or Slack, with the hot leads and who owns them.
• A scored lead Table in Tables of the Space with score, CRM match and owner.
• Email drafts in Gmail for the top leads.
• A reminder to reps at 9am the next morning to send their drafts.

Connections needed

Connect these apps. Each card opens Connections in the app.

HubSpot

Matches leads and logs outreach (or Salesforce).

Gmail

Holds the follow-up drafts.

Set it up

1. Connect your apps

   Connect your CRM (HubSpot or Salesforce) and Gmail in Connections.

   See Connections.

2. Pin your ICP

   Create a sales-hq Space and pin your ICP in Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You follow up event leads. Score each lead against the ICP, match to CRM records, remove customers and duplicates, and draft a two-line follow-up that mentions the event.
   

   See Build a skill.

4. Trigger it

   Runs when an attendee list is uploaded. Hops posts the hot leads, saves the scored list in Tables and reminds reps at 9am the next day.

   See Automation.