1.Detect form submission
Integrate Zapier Forms and form capture tools to trigger sending of estimate details and start the workflow.
Send estimate and three reminders to new prospects
Automatically monitor form submission created events across Zapier Forms and Microsoft Office 365. Send the estimate and run three reminders when job reference status is eligibleβso you can deliver faster follow-up, update tracking, and reduce manual outreach without manual follow-up.
How this automation sequences follow-up reminders your prospects canβt miss
When a new prospect submits a form, delays can stall follow-up and reduce reply rates. This automation sends the estimate, logs the submission, then sequences reminder emails and updates your trackingβso your team can stay on cadence without manual outreach.
Zapier Formsor swap with your favorite app
2.Send estimate email
Integrate Microsoft Office 365 and email templating tools to send the estimate immediately to mapped recipients.
Microsoft Office 365or swap with your favorite app
3.Create tracking record
Integrate Zapier Tables and database tools to create a tracking record with status, emails, and attachments.
Zapier Tablesor swap with your favorite app
4.Pause for first reminder
Integrate Delay by Zapier and scheduling tools to pause 7 days before the first reminder send.
Delay by Zapieror swap with your favorite app
5.Check record status
Integrate Zapier Tables and database lookups to find the tracking record and continue only when eligible.
6.Send first reminder and update
Integrate Microsoft Office 365 and Zapier Tables to send the reminder email and update the tracking record.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Webhooks by Zapier, HubSpotSwap with your favorite apps.
Add accepted bid contacts to sales follow-up sequence
Your post-quote follow-up list often misses accepted bids, leaving reps without context or ownership to act on new projects. Enroll contacts automatically so reps begin outreach and handoff same day.
- Apps: Calendly, ActiveCampaignSwap with your favorite apps.
Add booked invitees to sales call sequence immediately
Your meeting invitees aren't added into follow-up sequences, so reps lack pre-call context. Add them to the call sequence so reps receive prep messaging ahead of the meeting.
- Apps: Salesforce, Reply, Looping by ZapierSwap with your favorite apps.
Add campaign members to outbound sequence for market dev
Campaign members go unenrolled when campaigns update without sequences, delaying follow-up and wasting SDR time. Enroll contacts into sequences automatically so SDRs can start outreach same day.
- Apps: Close, Filter by Zapier, AI by ZapierSwap with your favorite apps.
Add confirmed SMS responders to a follow-up sales sequence
You receive inbound SMS replies about link usability, leaving reps unsure which prospects can access the meeting. Add confirmed responders to a sales follow-up sequence to ensure outreach is queued same day.
- Apps: Pipedrive, Formatter by Zapier, Paths by Zapier, lemlist, Delay by ZapierSwap with your favorite apps.
Add deals in follow-up stage to outreach campaigns
Deals entering the 15-day follow-up stage often miss outreach enrollment, leaving reps without sequence context. It adds related contacts to the configured campaign so outreach begins same day.
- Apps: Webhooks by Zapier, Salesloft, SlackSwap with your favorite apps.
Add demo request contacts to a sales cadence list
Your demo request submissions arrive without queued outreach, leaving SDRs without prioritized contact context and delaying demos. Get them added to a sales cadence so outreach happens same day.
- Apps: Pipedrive, Filter by Zapier, Meet AlfredSwap with your favorite apps.
Add filtered CRM contacts to outbound outreach campaign now
Your filtered CRM contacts sit idle and miss outreach windows, so warm prospects go uncontacted. Get them enrolled into outbound sequences for personalized follow-up within minutes.
- Apps: Webhooks by Zapier, Code by Zapier, Sub-Zap by Zapier, DiscordSwap with your favorite apps.
Add form prospects to outreach sequences and notify team
Your form submissions have messy contact fields, leaving reps without context. Cleaned contacts enter outreach sequences and a team alert posts for fast follow-up within minutes.
- Apps: HubSpot, Salesforce, Delay by Zapier, OutreachSwap with your favorite apps.
Add gated leads to sales outreach sequence for reps
Your gated signups sit in marketing lists without seller-ready context, leaving reps unsure which leads to prioritize. It queues leads into a sales cadence so reps can start outreach within minutes.
- Apps: HubSpot, AmplemarketSwap with your favorite apps.
Add inbound demo non-responders to SDR engagement sequence
Your demo signups that never completed scheduled demos leave SDRs without context for outreach and delay qualification. Add them to an SDR outreach sequence so reps can follow up same day.
- Apps: Webhooks by Zapier, Outreach, Google SheetsSwap with your favorite apps.
Add incoming buyer interest to engagement sequence sheet
Your buyer interest submissions lack prospect records, leaving outreach teams unprepared and slowing qualification. Capture or update prospects and enroll them in the seller sequence for same-day follow-up.
- Apps: Webhooks by Zapier, Delay by ZapierSwap with your favorite apps.
Add incoming leads to outbound sequence for outreach
Your new prospect submissions can sit unenrolled, delaying first outreach and weakening reply rates. Enroll them into your outbound email sequence so your reps can start follow-up the same day.
- View all
Explore all sales sequencing automations
Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
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.
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.
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
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.