Full Email Outreach & CRM Automation Workflow

Hey everyone - wanted to share a look at a major outreach + CRM automation we’re close to finishing. It’s around 90% done, just fine-tuning the last few steps:

:white_check_mark: What it does:

  • Starts with verified CSV drops from Mailninja (after lead scraping via Sales Navigator & GrowMeOrganic).
  • Cleans + deduplicates in Google Sheets.
  • Pushes directly into Salesforce via API.
  • Triggers campaigns, watches Outlook for replies + bounces, and updates lead statuses automatically.
  • Schedules follow-ups if there’s no reply after X days, logs everything neatly back to ClickUp.

:camera_with_flash: Added a few screenshots so you can see the watchers, cleanup logic, Salesforce inserts, reply handlers, and follow-up schedulers all tied together.

:hammer_and_wrench: Why build it:
We wanted a single hands-off pipeline to replace messy semi-manual exports/imports and scattered follow-ups. Now it’s one streamlined system with built-in checks, fallback handling, and logs — ready to layer GPT on top for smarter follow-ups next.

:link: Who we are:
We’re Hashlogics. You can see more of our automation & AI work at Portfolio, and check client feedback on Clutch.

:speech_balloon: Curious — for those handling reply & bounce logic, do you lean on Outlook watchers, SMTP triggers, or something else? Always happy to swap ideas or show a live walkthrough.