1.Monitor new sent message
Integrate Gmail and email tracking tools to capture each sent message and deliver sender, recipients, subject, body, and timestamp.
Create deals from sent emails and add message notes
Automatically monitor new sent message events across Gmail and your CRM enrichment tools. Create and update pipeline opportunities and add message notes when sent message detected, recipient email found, or eligibility flag setβso you can enrich contacts, capture deals, and keep context without manual follow-up tracking.
How this automation accelerates your outreach follow-up
When a new sent email needs CRM follow-up, deals can stall and context gets lost. This automation enriches contacts, evaluates eligibility, and creates pipeline opportunities with a searchable sent message noteβso your team can act on intent quickly.
Gmailor swap with your favorite app
2.Enrich contact by recipient email
Integrate Apollo and CRM enrichment tools to search by recipient email and map contact name and company into your payload.
Apolloor swap with your favorite app
3.Set eligibility based on last contacted
Integrate Formatter by Zapier and date rules tools to compare last contacted date to today and set an eligibility flag.
Formatter by Zapieror swap with your favorite app
4.Skip ineligible contacts
Integrate Filter by Zapier and duplicate prevention tools to continue only when last contact is older than 60 days or missing.
Filter by Zapieror swap with your favorite app
5.Create person, opportunity, and note
Integrate Capsule CRM and pipeline record tools to find or create a person and opportunity, then add the sent message note.
Capsule CRMor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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