1.Monitors new email matching search
Integrate Gmail and email searching tools to capture sent message payload and metadata, mapping sender, subject, and timestamps into your log.
Log outbound sales emails into shared tracker for reps
Automatically capture new email matching search payload and metadata across Gmail, Formatter by Zapier, and Google Sheets. Create and update when matching emails arrive, subject matches patterns, or timestamps come throughβso you can create tracker rows, update outreach status, and preserve chronological history without manual outreach tracking.
How this automation protects rep outreach history
When matching sent messages are not logged consistently, outreach status and last-contact dates become unreliable. This automation captures message metadata, formats timestamps, and creates and updates your Google Sheets trackerβso your team can see recent touchpoints instantly.
Gmailor swap with your favorite app
2.Formats message timestamp
Integrate Formatter by Zapier and date and time tools to format the message timestamp into a timezone adjusted date string.
Formatter by Zapieror swap with your favorite app
3.Creates tracker row for outreach
Integrate Google Sheets and spreadsheet data tools to create a new tracking row with sender, formatted date, subject, and dedupe key.
Google Sheetsor swap with your favorite app
4.Updates tracker row by dedupe
Integrate Google Sheets and spreadsheet row updating tools to update outreach status and last contact date for the matching dedupe key.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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.
See how teams are automating with Zapier (and loving it!)
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 β 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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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