AI Workflow Blueprint
Automatically generate and send AI avatar videos as custom proposals following discovery calls, helping sales teams close deals faster with personalized engagement.
Original request: “Send personalized video proposals after discovery calls”
After each discovery call, log key prospect information, pain points, and deal specifics into HubSpot. Create a custom property for 'Proposal Video Status' to track which prospects need personalized videos. This ensures all discovery insights are centralized and triggerable for automation.
Pro tip: Use HubSpot's deal pipeline stages to automatically flag when a prospect moves to 'Proposal Stage' — this becomes your trigger for the next step.
In Make, create a scenario that monitors HubSpot for new deals in 'Proposal Stage'. When triggered, the workflow extracts prospect name, company, and pain points, then passes this data to HeyGen's API with a pre-configured avatar template and personalized script prompt. Make generates unique video scripts based on each prospect's specific needs.
Pro tip: Use Make's text formatting and delay nodes to batch videos during off-peak hours, keeping API costs low and preventing deliverability issues.
HeyGen creates a studio-quality AI avatar video in under 2 minutes using the personalized script from Step 2. The video is automatically uploaded to a secure link, then Make appends the link to the prospect's HubSpot record and sends a follow-up email through HubSpot with a custom message and video embed. The prospect receives their tailored proposal video within hours of the call.
Pro tip: Include a low-friction CTA in the video email — add a Calendly link directly so prospects can book a follow-up call to close the deal without friction.
Based on entry-tier paid plans. Many tools offer free tiers to start. We may earn a commission.
