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AI connector use case · Follow-ups

Follow up automatically when a lead goes quiet

Ask the AI to build an InboxCRM follow-up that sends a gentle check-in when a lead stops replying, and stops when they answer.

  • Changes on
FOLLOW UP WHEN THEY GO QUIET: Pick the trigger stage; Set the waits and messages; Stops when they reply

The prompt

Copy this into Claude, ChatGPT or Gemini

Make a follow-up for my Sales board: if a lead in "Quote sent" doesn't reply for 2 days, send my "Gentle check-in" quick reply. If still nothing after 5 more days, send "Last check-in". Stop if they reply or change stage.

Change the names, times and amounts to your own.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.

Step by step

How to do it

What you get: Quotes and offers get a polite nudge on time, every time.

  1. 1Make sure the quick replies you name exist, or ask the AI to create them first.
  2. 2Switch on changes in InboxCRM.
  3. 3Paste the prompt.
  4. 4Check the follow-up in InboxCRM and switch it on if it was created off.

Tips

  • Two follow-ups is usually enough. More starts to feel like spam.
  • Use a different follow-up for each board.

Watch out

Follow-ups that the AI copies or imports start switched off until you agree.

Connector tools used:follow_upsquick_repliespipeline

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

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