1.Detect new lead module entry
Integrate Zoho CRM and CRM mapping tools to capture new Lead module entry data and centralize lead contact fields.
Send campaign email and SMS to new CRM leads
Automatically deliver initial email and SMS across Zoho CRM and Mailgun and Webhooks by Zapier when new lead entry, new lead import, or new lead added—so you can filter campaigns, personalize outreach, and send follow-up only when allowed without manual follow-up. Create and update when leads match campaign rules and opt-out checks pass—so your nurture stays timely and compliant.
How this automation sends follow-up messages safely
When new leads land in Zoho CRM, delays can stall outreach and increase the risk of contacting opted-out recipients. This automation maps lead fields, filters by campaign, sends initial email and SMS, then checks opt-out and sends a follow-up only when allowed—so your team can nurture at the right moment.
Zoho CRMor swap with your favorite app
2.Checks campaign and status match
Integrate Filter by Zapier and routing logic to continue only for leads matching the campaign and not closed or completed.
Filter by Zapieror swap with your favorite app
3.Sends initial campaign email
Integrate Mailgun, email templates, and deliverability tools to send the initial email to the mapped lead recipient.
Mailgunor swap with your favorite app
4.Sends SMS via provider endpoint
Integrate Webhooks by Zapier and SMS routing tools to post the mapped lead mobile message and link body.
Webhooks by Zapieror swap with your favorite app
5.Waits 24 hours before follow-up
Integrate Delay by Zapier and scheduling tools to pause outreach timing for the configured delay window.
Delay by Zapieror swap with your favorite app
6.Verifies opt-out status
Integrate Webhooks by Zapier and verification endpoints to call the unsubscribe-check API and confirm the lead is allowed.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM 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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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