Zapier · noCRM-Gmail: Automatically Send Emails to your Leads

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How to Send Automated Emails from Gmail to Won Leads

Automate the process of sending emails to leads that have progressed in your sales pipeline. If leads have been closed or have entered a specific step in your pipeline, have Gmail automatically shoot a customized email directly to the lead.

All you need to set it up are Gmail, no, and Zapier accounts.

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Get Started

  • Set up your TRIGGER
  • Set up your FILTER
  • Set up your ACTION
  • Connect your TRIGGER App Account and Set Up the Trigger

    Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:

    1. Choose the Trigger App: no
    2. Choose the Trigger: Lead Won
    3. Connect Zapier to your no account if you haven’t already by:

  • Entering your slug/account name (
  • Entering your API Key. Go to your no account's Admin Panel, select Webhooks and API, API Keys and click on the Create an API Key button and name it.

  • 4. Test the step by creating a new lead and changing the status to WON in your no account and you’re done setting up your trigger!

    Define your Filter

    Note: This step is optional but it can be useful if you want Zapier to execute the action only if it meets the condition you set.

    1. Click on the “+” icon and select Filter

    2. Choose filter: Only continue if...
    3. In this example, select Tags for the first field > (Text) Exactly matches for the second field > Enter the name of the tag

    Connect your ACTION App Account and Set Up the Action

    1. Choose an Action App: Gmail
    2. Choose an Action: Send Email
    3. Connect Zapier to your Gmail account
    4. Edit Template to set up your Gmail email

    Based on the lead you tested earlier, select the fields you want Gmail to retrieve information from and prepare the personalized email in the Body field.

    5. Test the step and the Action set up is finished.

    Watch How to Automate Sending Emails from Gmail