Sales: follow up on a proposal without starting a new campaign

Scenario: A prospect was emailed last week, but the opportunity is still open in your CRM. You want to discover whether that sent conversation exists, watch it, and prepare one reviewable follow-up draft.

Flow

1. A CRM or enrichment service identifies the prospect and relevant account.
2. Query GET /api/v1/mailboxes to select the correct connected mailbox.
3. Use GET /api/v1/conversations?mailboxId=...&search=... to locate the actual sent thread.
4. Check its watch status; avoid duplicate monitoring.
5. If needed, call POST /api/v1/conversations/watch with mailboxId, providerThreadId and a unique idempotency key.
6. Use the returned Nudge threadId with POST /api/v1/drafts.
7. Notify the salesperson that a draft is ready for review, not sent.

Using LeadOcean

LeadOcean may enrich contact or company context upstream, but Nudge's REST API does not perform general prospect discovery. A LeadOcean match is not proof that someone was emailed. Only proceed after confirming an actual sent conversation in the connected mailbox.

Human-approval best practice

Start with read-only scopes to identify candidates. Ask a reviewer to approve the selected threads, then perform write operations using narrowly scoped credentials. Use Draft mode, not auto-send.

Limitations

The REST API does not send the email, add new cold leads without an existing sent conversation, update CRM stages, or schedule a custom campaign. Implement CRM updates separately if needed.