1.Monitors new lead arrival
Integrate Copper and CRM tools to detect a new lead and to send brochure outreach at the right moment.
Send brochure and follow‑up emails to new leads
Automatically monitor new lead events across Copper, Gmail, Delay by Zapier, and Formatter by Zapier. Automatically send brochure and follow-up emails when lead added, lead enters brochure stage, or lead assignment confirmed—so you can deliver outreach, personalize sender details, and include booking CTAs without manual follow-up.
How this automation accelerates your follow-up outreach
When a new lead arrives, delays can lose interest and bookings. This automation sends brochure emails and delivers personalized follow-ups—so your team can keep outreach timely and consistent.
Copperor swap with your favorite app
2.Sends brochure email
Integrate Gmail and email templates to send the requested brochure and a consultation CTA without manual email drafting.
Gmailor swap with your favorite app
3.Delays for follow-up timing
Integrate Delay by Zapier and scheduling timers to wait 5 minutes before follow-up for better delivery and tracking.
Delay by Zapieror swap with your favorite app
4.Finds lead in Copper
Integrate Copper and CRM search tools to look up the lead by email and retrieve assignment and status fields.
5.Looks up assignee sender details
Integrate Formatter by Zapier and directory mapping tools to translate assignee identifiers into sender address and display name.
Formatter by Zapieror swap with your favorite app
6.Sends personalized follow-up email
Integrate Gmail and booking link tools to send the follow-up from the mapped sender with a next-step CTA.
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Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
Set up in minutes
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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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