1.Detect new spreadsheet row
Integrate Google Sheets and spreadsheet triggers to catch new lead rows and trigger contact creation.
Create CRM lead and email agent from sheet row
Automatically monitor new spreadsheet rows across Google Sheets, Cloze, Gmail, and Delay by Zapier. Create and update when rows get flagged to send, initial reminder windows open, or reminders need follow-upβso you can route agents, update CRM contacts, and schedule timely emails without manual follow-up.
How this automation accelerates CRM lead follow-up
When new lead rows arrive without a consistent outreach process, follow-up gets delayed and agents miss qualified prospects. This automation filters qualifying rows, creates or updates CRM contacts, and sends initial and reminder emailsβso your team reaches out on time.
Google Sheetsor swap with your favorite app
2.Filters rows by send flag
Integrate Filter by Zapier and routing rules to continue only for rows flagged to send.
Filter by Zapieror swap with your favorite app
3.Creates or updates person
Integrate Cloze and CRM contact mapping to create or update a person using the sheet fields.
Clozeor swap with your favorite app
4.Sends initial agent email
Integrate Gmail and email templates to send an initial message with the prospect summary to the assigned agent.
Gmailor swap with your favorite app
5.Waits 36 hours before reminder
Integrate Delay by Zapier and timing controls to wait 36 hours before the first reminder email.
Delay by Zapieror swap with your favorite app
6.Sends reminder email to agent
Integrate Gmail and CRM update instructions to send a reminder email with next-step guidance for the assigned agent.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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