MCP Workflow for Automated Sales Follow-Ups.
AI agent reads your CRM, checks Gmail history and sends WhatsApp follow-ups , all in one pass
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
Gemini How It Works
Your AI agent reads HubSpot to find deals that just moved to 'Proposal Sent'. For each one, it pulls the contact's full profile , name, phone, email, company , then sends a WhatsApp message that acknowledges the proposal by name and amount.
Before drafting any email, the agent checks Gmail for existing threads with that contact so the follow-up reads like a continuation, not a cold start.
Every action , WhatsApp sent, email thread status, recommended next step , gets logged as a note on the HubSpot deal record.
Your whole team sees a clean audit trail without opening three separate tools.
Connector Orchestration: 3 Connectors, one intelligent agent
Connect HubSpot, WhatsApp and Gmail Connectors so your AI agent follows up on every deal that moves forward. It pulls contact details from CRM, reads your Gmail history with that person, sends a personalized WhatsApp message and logs the whole sequence back to HubSpot.
HubSpot CRM
triggerDetects deal stage changes and pulls contact data
hs_search_deals hs_search_contacts hs_create_note WhatsApp Whatsapp
actionSends personalized WhatsApp message to the contact
send_whatsapp_template send_whatsapp_text Gmail
actionReads threads and manages follow-up emails
list_gmail_messages find_emails_from_sender Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own Connector
Convert any internal API into a Connector. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- HubSpot CRM, WhatsApp Whatsapp & Gmail ready in the catalog right now
- Add more from 5,800+ servers whenever you need
- Connections are secured and compliant by default
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added weekly
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 5,800+ Connectors and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across all tools, in one conversation. That's what this connectivity layer was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across all platforms.
Contextual Reasoning
Each decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your Connectors once, and your agent handles the rest. Each time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius AI Connectors to handle these for you. You describe what you need. It does the rest.
Sales teams that send proposals through HubSpot and need timely follow-ups across WhatsApp and email
Account executives managing 20+ active deals who need every touchpoint logged without manual CRM updates
Revenue leaders replacing disconnected Zap-style automations that lose context between CRM, messaging and email
Teams in regions where WhatsApp is the primary business channel and email is secondary
Frequently Asked Questions About This Connector Orchestration
Which Connectors do I need for this workflow?
Three: HubSpot CRM, WhatsApp (WSLA) and Gmail. Connect all three to your AI agent before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the Connectors and paste a prompt.
Does the agent read my Gmail before sending follow-ups?
Yes. It searches your Gmail for existing threads with each contact. Your follow-up references prior conversations and picks up where you left off , no template system can do this.
Are WhatsApp messages personalized for each deal?
Every message includes the contact name, deal value and context pulled live from HubSpot. If a branded WhatsApp template exists, the agent uses it. Otherwise it composes a natural message.
Does the agent log actions back to HubSpot?
Every touchpoint , WhatsApp sent, email thread found, next action recommended , is written as a note on the HubSpot deal record. Your team gets a clean audit trail without manual updates.
How many deals can the agent process at once?
No hard limit. The agent processes all deals matching your criteria in a single conversation. Teams routinely run this across 20 or more active deals in one prompt.
Connectors for Automated Customer Onboarding
One AI agent handles CRM, scheduling and messaging , no triggers, no webhooks
Connectors for Real-Time Sales Pipeline
Live pipeline reports built by your AI agent , not a stale CSV export
MCP Workflow for Routing Support to Sales
Support tickets that reveal buying intent get routed to sales with a meeting booked , automatically
Measure Email Campaigns Using Connectors
Campaign metrics, CRM data and revenue attribution in one spreadsheet , updated by your AI agent
Book Appointments via WhatsApp Using MCP
Your AI agent checks availability, sends time slots via WhatsApp and logs every booking
MCP Recipe for Investor Network Mapping
Investor portfolios mapped, your network connections surfaced, warm intro request sent , get into deals through your existing relationships
Connectors used in this workflow
HubSpot CRM (Full)
HubSpot CRM (Full) MCP lets you manage your entire sales and support pipeline through a natural conversation with your AI agent. You can create contacts, search for companies, track deals, and log notes without ever leaving your chat interface. It gives your AI client full visibility into your CRM data.
WSLA (WhatsApp)
WSLA (WhatsApp) connects your WhatsApp Business Platform to any AI agent. It lets your agent send text messages, use pre-approved templates, and react to customer messages using the official Meta Cloud API. It's the bridge for reliable, scalable messaging.
Gmail
Gmail MCP. Manage your inbox through your AI client. Read full threads, search for specific messages using Gmail syntax, draft replies, and organize labels without switching tabs. It handles the busy work of email management so you can stay focused on your actual work.