1.Runs every weekday at configured time
Integrate Schedule by Zapier and workflow scheduling tools to start the run for outreach scheduling on weekdays.
Send weekday outbound follow-ups to pipeline lead records
Automatically run weekday outreach planning across Schedule by Zapier, REI Pebble, and Webhooks by Zapier. Create follow-up posts and log deal remarks when open launch-stage deals appear on configured weekdaysβso you can protect pipeline follow-up and avoid manual outreach scheduling.
How this automation scales weekday outbound follow-ups
When the weekday evening window hits, missed outreach can slow pipeline momentum. This automation searches open launch-stage deals, prepares an outbound payload, and posts follow-up requests while creating deal remarksβso your team follows up without manual scheduling.
Schedule by Zapieror swap with your favorite app
2.Searches open launch-stage deals
Integrate REI Pebble and crm data lookup tools to find open deals and return lead name, phone, deal reference, and title.
REI Pebbleor swap with your favorite app
3.Iterates over returned deals
Integrate Looping by Zapier and workflow automation tools to iterate each deal into a per-lead outreach payload.
Looping by Zapieror swap with your favorite app
4.Extracts county and state tokens
Integrate Formatter by Zapier and data parsing tools to extract location tokens from title and map them to county and state.
Formatter by Zapieror swap with your favorite app
5.Posts outreach payload to endpoint
Integrate Webhooks by Zapier and api tools to post JSON with lead name, phone number, county, state, and deal reference.
Webhooks by Zapieror swap with your favorite app
6.Creates deal remark for sent lead
Integrate REI Pebble and crm notes tools to create a short remark on the deal after the lead is sent.
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Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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