Sales·Fires on webhook

AI referral thank-you sender that never forgets to say thanks.

HubSpot webhook fires when a contact's 'referred_by' field is set. Claude drafts a warm thank-you to the referrer, personalised to their relationship.

How Pilotran works

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What a real run looks like

Thank-you email drafted in Gmail — warm, specific to who referred whom.

HubSpot flagged that Priya's contact record now has a referred_by pointing at David Choi. Notes on David: your customer since Jan, runs an angel syndicate. Reward is a $100 credit.

gmail

To: david@choi-angels.example Subject: Thanks for the intro to Priya Hi David, Quick note to say Priya Menon reached out from your intro — she signed up yesterday and is already running her first workflow. Great person to send our way; she asks the exact questions our product is built to answer. I've credited $100 to your account as a thank-you. — Pavan

How this workflow runs

Under the hood — the exact prompt Claude sees

Draft a thank-you email from {{sender_name}} to {{referrer_name}} for referring {{referred_name}}. Reply with JSON only: {"subject": string, "body": string, "reasoning": string}. Rules: (1) tone: {{tone}}; (2) under 80 words; (3) name the referred person specifically; (4) mention reward '{{reward}}' only if non-empty and only in the last line; (5) do NOT say 'we couldn't have done it without you' or other cliches. Referrer relationship notes: {{referrer_notes}}

What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Your name

textrequired

Referral reward, if any

text

$100 Amazon gift card

Tone

selectrequired

Frequently askedQuestions about Referral Thank-You Sender

How long does it take to set up Referral Thank-You Sender?

About 60 seconds. Connect Hubspot, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit Referral Thank-You Sender after activating it?

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

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