1.Detect email opened events
Integrate Instantly and analytics tools to receive the email-open event and capture core source fields to centralize lead details.
Create opportunity and call list from email opens
Automatically capture email open events across Instantly, LeadConnector, Delay by Zapier, and Kixie. Create and update a contact and opportunity, then add the prospect to your call list when email opens, report links open, or download links openβso you can prioritize outreach, set pipeline stages, and brief reps without manual list building.
How this automation accelerates call-ready opportunities
When email opened events happen, reps can miss timely context and outreach timing. This automation captures the source fields, adds or updates contacts and opportunities, then delays briefly and adds prospects to a powerlistβso your team can call with priority context.
Instantlyor swap with your favorite app
2.Add or update contacts
Integrate LeadConnector and CRM fields to map source fields and set the contact as a lead to capture contact readiness.
LeadConnectoror swap with your favorite app
3.Add or update opportunities
Integrate LeadConnector and pipeline stages to map fields, set pipeline and stage, and add prospect notes to prepare opportunities for reps.
4.Delay for engagement to settle
Integrate Delay by Zapier and event timing rules to pause for 5 minutes to let immediate engagement events finish updating.
Delay by Zapieror swap with your favorite app
5.Add to calling powerlist
Integrate Kixie and calling list tools to add the contact phone to your powerlist and ignore duplicate call targets to prioritize calling.
Kixieor swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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
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Marcelo Lebre, Co-Founder
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