Email by Zapier + ScoreCEO

Send outbound emails in Email by Zapier when lead status updates in ScoreCEO

When an existing lead status changes in ScoreCEO, this workflow initiates an outbound email through Email by Zapier. This helps you to immediately communicate the change with your clients or team, maintaining a seamless, well-informed communication chain. This automatic process saves time and eliminates the possibility of oversight in manual email handling, making your lead management more efficient and effective.

When this happens...
Updated Lead Status
Triggers when a lead/Consumer status changes in your Portal.
TriggerPolling
automatically do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

Added Affiliate
Triggers when Added New Affiliate in your portal.
Trigger
Polling
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Added Consumer Invoice
Triggers when Added Consumer Invoice by System or by CRO.
Trigger
Polling
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Updated Affiliate
Triggers when Updated an Affiliate in your portal.
Trigger
Polling
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Updated Lead
Triggers when a lead is updated in our system.
Trigger
Polling
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- Office NameRequired
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- DOB
- Zip
- Address
- Phone
- ContactNumber
- CellPhone
Action
Write

- First Name
- Last Name
- EmailRequired
- Zip
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- IsOutSourced
- PreventOnHold
- ConsumerComments
- CampaignName
- SelectedCampaigns
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Zip
- Next Billing Date
- Next Dispute Date
- Billing Status
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- Is OutSourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Added Consumer
Triggers when Added Consumer into your portal using add existing consumer.
Trigger
Polling
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Added Lead
Triggers when Added New Lead into your portal.
Trigger
Polling
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Updated Consumer
Triggers when Update Consumer when a customer is changed in portal.
Trigger
Polling
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Updated Lead Status
Triggers when a lead/Consumer status changes in your Portal.
Trigger
Polling
Try It
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- ZipRequired
- PlanRequired
- Next Billing Date
- NextDisputeDate
- Billing Status
- DOB
- Home Phone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- EmailRequired
- First Name
- Middle Name
- Last Name
- DOB
- Address
- Zip
- Contact Number
- Cell Phone
Action
Write
- EmailRequired
- First Name
- Last Name
- Status
- Billing Status
- Zip
- DOB
- Address
- HomePhone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- Setup Directions
Trigger
Instant
Try It

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more