1.Catch incoming inquiry webhook
Integrate Webhooks by Zapier and webhook intake to parse lead identifiers and trigger outreach for new inbound inquiries.
Send staged outreach emails to new inbound leads
Automatically turn inbound inquiry webhooks into lead lookups across Salesforce and email channels. Automatically send stage 1 and stage 2 outreach when inquiry received, lead id provided, or webhook payload receivedβso you can kick off nurture emails, schedule follow-ups, and book demos without manual follow-up.
How this automation sequences your outreach at the right time
When inbound inquiry hits the webhook, delays can stall trial installs and demo bookings. This automation finds leads, filters for qualification, and sends staged emails with timed waitsβso your team can nurture at peak intent without chasing details.
Webhooks by Zapieror swap with your favorite app
2.Find lead record by identifier
Integrate Salesforce and CRM lookup tools to find the lead record and return core lead fields for decisioning.
Salesforceor swap with your favorite app
3.Continue only for qualifying leads
Integrate Filter by Zapier and lead source rules to check the source channel and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
4.Send stage 1 nurture email
Integrate Gmail and email template tools to send the stage 1 email with the booking link and trial instructions.
Gmailor swap with your favorite app
5.Wait configured follow-up interval
Integrate Delay by Zapier and timing controls to pause for the configured interval before sending the next message.
Delay by Zapieror swap with your favorite app
6.Send stage 2 and beyond email
Integrate Gmail and email template tools to send the stage 2 follow-up after each delay and confirm qualification.
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Accelerate lead follow-up with automated sequence enrollments, audience tagging, and campaign updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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