How can I create the following scenario in Make:
- HubSpot: Connect to contacts list and select the relevant outputs (Website URL, Email, Full Name, and Company).
- Diffbot Platform: Performs website scraping on demand. You send the lead’s website from Hubspot field, and the system extracts data from the site to identify pain points.
- The information from the website is sent to the OpenAI API, along with a prompt instructing the bot to compose a personalized email that includes the lead’s name, the identified pain points, and which service we can offer to address the needs we identified.
- The composed email is transferred to the email marketing system and sent to the lead.
Welcome @Shlomi_Ben_Hayun;
Once you’ve work through the Make Academy basics, just start to create your scenario one module at a time to achieve your desired result.
Add the first module, HubSpot, make sure it works the way you want and can confirm there’s a website to look at.
Then, drop in the diffbot module or HTTP request for API, to configure and test that.
Then, confirm correct results from diffbot, add in the OpenAI conversation module, configure for your prompt, and test.
Once above works, then work on adding in your preferred email provider to create the message, and send to the lead.
Stepping back, because this is going to a person blindly, I strongly suggest putting in reflection and validation prompts to account for good data before sending to the lead. And when there isn’t have a branch to ask for manual intervention.
In the end, keep your destination in mind, but focus on taking one excellent step at a time.
1 Like