1.Catches sent quote messages
Integrate Gmail and email matching filters to map sent quote message details to outreach variables.
Send staged follow-ups to prospects and update records
Automatically monitor sent quote messages across Gmail and Zapier Tables. Automatically create and update when replies are not foundβso you can start follow-ups, log outreach status, and keep your sequence accurate without manual follow-up.
How this automation accelerates your follow-up cadence
When sent quote messages go untracked, delayed follow-ups can miss buyer intent. This automation detects sent quotes and parses names, then creates records, waits, searches for replies, sends staged follow-ups, and updates outreach statusβso your team can follow up on time.
Gmailor swap with your favorite app
2.Parses greeting and first name
Integrate Formatter by Zapier and text parsing tools to extract the greeting name and contact first name.
Formatter by Zapieror swap with your favorite app
3.Finds or creates outreach record
Integrate Zapier Tables and outreach table tools to create or match a record by contact email.
Zapier Tablesor swap with your favorite app
4.Waits 48 hours for follow-up
Integrate Delay by Zapier and scheduling timers to pause execution until the first follow-up window.
Delay by Zapieror swap with your favorite app
5.Searches for replies after quote date
Integrate Gmail and message searching tools to check for replies after the quote date for each contact.
6.Sends follow-up when no reply
Integrate Gmail and email sending tools to send Follow Up 1 using the contact greeting placeholder.
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Explore all sales sequencing automations
Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
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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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