+44 203 287 0899 info@solvaa.co.uk
Split image, the left side featuring a green plant in a green plant pot with white text on a blue shape saying “Use Zapier To Send a Simple Drip Email Sequence”. The right side features an image of Kelly Goss with the Solvaa, Xero, Pipedrive Expert and Zapier Certified Expert logos.

Setting up a drip sequence of emails is super simple using Zapier and will save you a ton of time.  You can trigger them when something key happens in your business, such as winning a new client.  Having an automated drip of emails means that you’ll never worry about forgetting something and can be sure that your customers receive a standard welcome sequence with all the important information they need.

 

Our video shows how to use Zapier to set up a simple drip email sequence

Our new video shows just how easy it is to set up a simple email sequence using Zapier.  In our example, we connect Pipedrive and Gmail without using any code.  We also use some of Zapier’s pre-built integrations to format data and automatically delay certain steps.

The beauty of this zap is that you can trigger a series of emails in one place, using the delay functionality to spread them out over a few hours, days or even weeks.  You can design the email content and personalise it using data from the Pipedrive trigger.  The email can be plain text or HTML, and if you’re not confident writing HTML then we recommend using WordHTML as a super simple way of getting the code you need.

 

The Zapier steps to create a simple email sequence

Our video takes you through each step in the process of automating an email sequence.

The steps are:

  • Create a trigger event for when a deal is won in Pipedrive.
  • Split the person’s name into forename and surname using the Formatter By Zapier app.
  • Delay for 1 hour using the Delay By Zapier app.
  • Send a Gmail email.
  • Delay for 3 days using Delay By Zapier.
  • Send the second Gmail email.
  • Delay for 1 week Delay By Zapier.
  • Send the third Gmail email.

Watch the video and subscribe to our YouTube channel

Other apps you can integrate to automatically send an email sequence

Although our example uses Pipedrive and Gmail you can use other CRMs and email platforms.

Salesforce is one example, and Hubspot is another, and both can be connected to over 6,000 other apps using Zapier.  Other email platforms include Microsoft Outlook and Email by Zapier, Zapier’s inbuilt email application.

You are really only limited by your imagination as there are so many options for adding more steps to this zap, to extend it further.  One of our previous video tutorials demonstrates a seven-day sales cadence using Zapier.

 

Save time and grab our pre-built Zap template

More Youtube tutorials

We have other Youtube video tutorials which will help you work smarter, not harder.

Our other resources

We also have plenty of free resources:

And finally, our founder / chief problem solver / chief automator Kelly Goss’ new book, Automate It with Zapier, is out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations. Buy your own copy today directly from publisher Packt using this link.  Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.

 

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

Related Posts

Mockup of a computer screen in an office with the Zapier homepage displayed on the monitor.

How to get started with Zapier

  If you’ve never used Zapier before then getting started can seem daunting.  Although the Zapier website has many examples of automations you can build, the most important thing to do before you even consider automation is to review your processes. If you’re...
A calculator with some graphs and charts to measure the financial position of a business. A colourful 3D pie chart sits on top of the reports.

How to automate your finance and reporting processes to help your business grow

If your business is growing quickly then it can be tricky to deal with the increased accounting transactions you receive as a result of more sales. On the one hand, this sounds like a lovely problem to have, but if you don't streamline your financial processes then...
Red toy robot writing on a blackboard with chalk, with text A Simple Guide To Zapier on the blackboard.

A Simple Guide To Zapier

If you’re wondering what all the fuss about automation is then here’s our simple guide to Zapier. We will explain how it can save you hours of time that you can spend growing your business, being creative, or simply reading that book that you haven’t got around to...
Close-up of a businessman's hand placing the roof on a house made out of building blocks.

How can I use Zapier’s Sub-Zap feature to save time with automation?

One thing we love about Zapier is how it is constantly evolving and introducing new features, like the new Sub-Zap function. Sub-Zap by Zapier is one of the built-in tools which Zapier developed to supplement the functionality that your other business apps provide....
Solvaa blog header image: AI-tomation: How Zapier is using AI to make automation easy. Part 2 - Using AI to create Zaps and Zap actions

AI-tomation: how Zapier is using AI to make automation easy

Part 2 of our series of blogs on using AI in Zapier will delve into using AI to create Zaps and Zap actions. If you missed Part 1, which gives an overview of all the places that you can find AI in Zapier, check it out here: Part 1 - An overview of AI in Zapier In this...
Flatlay of a macbook, glasses, coffee and plant on a dark desk with overlaid text saying 'Trello checklist for social media engagement'.

How to automate creation of a Trello checklist for handling Twitter engagements

Keeping on top of your social media accounts can be extremely time-consuming.  It takes so much longer than you think to create content and post it, and you can then waste hours on engagement. If you regularly nip in to check for comments then you can easily fall into...
Closeup of a man's hand over a laptop keyboard with a blank blue screen and folder and document icons floating over the screen.

How to boost productivity using Zapier to automate Google Docs

Creating documents is something that most businesses do every day, and it can be a time-consuming, manual task which is prone to error when the text or data is input incorrectly. Copying data from one app to another is so inefficient and the time wasted could be...
Mobile phone with a ‘new message received’ message with a cursor hovering over a ‘show’ button and thumb poised to select it.

How to harness the power of automating text messages using SMS by Zapier

Automating text messages can be extremely useful in business, and using SMS by Zapier is really powerful, easy – and free! In this article we cover the following: Why is SMS such a powerful business tool? What is SMS by Zapier? What could I use SMS by Zapier for? What...
Image showing a flatlay laptop with bulldog clips on a white background with overlaid text in a blue section which says “Add contacts to your email marketing tool from your CRM”.

How To Automatically Add Contacts To Active Campaign From Pipedrive

It’s never been more important to keep in touch with customers, and if you’ve ever wondered how to automatically add contacts to Active Campaign from Pipedrive then we have a really simple solution. As many CRMs don’t have built-in email marketing modules there are a...
: A laptop and plants on a wooden desk with grey wall, with text overlay saying ‘save contact form submissions in a spreadsheet’.

How to automatically save contact form submissions in a spreadsheet

If you use a form on your website for visitors to contact you then you will usually get their details emailed to you so that you can then respond.  Whilst this works adequately as a lead notification system, what would be more useful is to save contact form...
Yellow and orange post-it notes on a white wall, containing details of business tasks to be undertaken, representing a productivity concept. Overlaid text with ‘4 Productivity Tools That Will Change The Way You Do Business’ in black on a light blue background.

4 Productivity Tools That Will Change The Way You Do Business

As a business owner, life can get overwhelming. Between working on client assignments, running your own company, and maintaining some kind of family or social life, it’s almost impossible to do it all without a solid foundation and proper organisation. Productivity...
Blue background with electrical components arranged to look like robots with text overlay ‘Zapier Automation Project Showcase’.

Zapier Project Showcase

  We work with such a diverse range of clients, many of whom had never heard of Zapier before they connected with us.  We understand that you may be unsure what kinds of apps can be connected using Zapier so thought we’d share a showcase of some of our key...
A piece of corrugated card with the text Process Automation on it, alongside a black market pen and some wooden discs with letters printed on them. This is overlaid with text which says : Automate tasks using Zapier : 5 quick wins! Includes a small Solvaa logo in the corner.

Automate tasks using Zapier : 5 quick wins!

Running a business can be a rewarding experience, but there’s no doubt that there are certain processes that take up far too much time.  Manual tasks that seemingly only take a couple of minutes can soon add up and often require a follow-up action too. For example,...
Female dentist examining a patient with a mirror whilst a male dental assistant looks on and smiles.

Client Success Story : How Ascent Dental Group saved many hours of manpower by automating their dental practice

Ascent Dental Group is based in the Midlands, with 36 reception and patient-care staff plus 35 dentists across four practice locations.  They wanted to implement automations to increase productivity, reduce manual administrative tasks and improve communication with...
Blue square with the text “How to automate a 7 day sales cadence of activities in Pipedrive” on a teal background with brass paperclips, a mug of black coffee, plant and a Solvaa logo.

How To Automate A 7 Day Sales Cadence Of Activities In Pipedrive

Creating a structured sales cadence is vital when prospecting for new business.  If you don’t follow up leads, or adopt a haphazard approach then they are less likely to convert into sales.  A sales cadence is a series of activities where you contact a person or...
Blog title image "There's an app for that, but do you need it?"

There’s an app for that, but do you need it?

From lead management to turning on the office coffee machine, there's an app for everything these days. When a task or process is time-consuming or difficult, it can be easy to jump straight to looking for something to do it for you. It's worth taking time to pause...
Vintage blue toy robot isolated on a white background with black text “Will Zapier work for my business?” and Solvaa logo.

Will Zapier work for my business?

We get asked a lot whether Zapier will work for a particular business, because maybe some of the use cases we talk about don’t necessarily translate exactly to a particular sector.  Maybe you have a service-based business but have seen more product-based business case...
Pages from a calendar with heading of ‘Four Day Week’ and a fountain pen.

How to make a 4 day working week more productive

Many UK businesses are participating in a 6-month pilot programme for their employees to work a four-day week but get the same pay and benefits that they would if they were full-time. It might sound too good to be true but the expectation is that increasing...
Cover of the book ‘Automate it With Zapier’ with byline ‘Boost your business productivity using effective workflow automation techniques’ by author Kelly Goss.

Automate It with Zapier Book

Writing a Zapier book was a natural step for our founder, Kelly Goss as she is so passionate about helping business owners increase productivity in their companies.  As a Certified Zapier Expert, Kelly is the perfect person to impart everything she’s learned using...
Confused businessman standing at a crossroads with options to go left for Robotic Process Automation or right for Business Process Automation.

Which type of automation tools suit a small to medium sized business?

Automation is nothing new, with the first robot invented over 100 years ago (credited to Leonardo Torres y Quevedo for inventing a machine for playing chess if you're interested!), and manufacturing businesses first adopting the use of robots in their physical...
Get our free ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest

Shares