Settings & Integrations

Manage API connections and admin tools for Duluth Health Care Systems CRM

Integration Status

Apollo.io API

Organization search & lead enrichment — APOLLO_API_KEY configured

Connected

AI Email Generation

AI-powered email drafting — built-in integration configured

Connected

Data Summary

0

Total Leads

0

Email Drafts

0

Pending Approval

0

Sent Emails

Auto Follow-Up Drafts

Automatically generates AI follow-up drafts for leads that haven't replied within 5 business days of initial outreach. Runs every weekday at 9 AM ET. All drafts require approval before sending.

Scheduled: Mon–Fri at 9 AM ET · Targets "Contacted" leads with no reply · Skips leads with pending drafts

Finds leads with status "Contacted" or "Follow-Up" and no reply in 5+ business days

Skips leads that already have a pending draft

Skips leads marked "Closed" or "No Response"

Generates personalized follow-up (stage 1, 2, or 3)

All drafts go to the Drafts page for approval before anything sends

Active
Mon–Fri at 9:00 AM ET