1.Starts nurture sub-zap
Integrate Sub-Zap by Zapier and routing tools to start the nurture flow when a Record ID arrives.
When a lead enters your nurture sub-flow, manual follow-up delays can reduce engagement. This automation decides the next offer, drafts and sends an email or reply, and updates your lead record—so your team keeps momentum without chasing details.
Integrate Sub-Zap by Zapier and routing tools to start the nurture flow when a Record ID arrives.
Integrate Zapier Tables and data mapping to locate the lead using the incoming Record ID and pull email history.
Integrate AI by Zapier and scoring tools to recommend an offer type and score from the lead profile and recent activity.
Integrate ChatGPT (OpenAI) and HTML generation to create the email body using lead profile, email history, and the chosen offer.
Integrate Gmail and email threading tools to send a new message or reply in-thread using the thread id when present.
Integrate Zapier Tables and CRM updates to write AI state, chosen offer, email history, and next follow-up due back to the lead record.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.