+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

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...
Solvaa blog header image: Automate sales and marketing to make your holidays more jolly

Marketing and Sales Automations to Make Your Holidays More Jolly

Between Black Friday, Thanksgiving, and the holidays, November and December are busy times for businesses. Your busiest days may be yet to come, but if you want to get ahead, you need to start preparing as soon as possible. This post offers tips for automating and...
Image of the Pipedrive mobile app for Solvaa blog post "Optimise Your Sales Journey On-the-Go with Pipedrive’s CRM Mobile App"

Optimise Your Sales Journey On-the-Go with Pipedrive’s CRM Mobile App

In the dynamic world of sales, maintaining connectivity and organisation is paramount for success. Pipedrive's CRM mobile app presents a comprehensive solution, acting as a versatile sales pipeline and lead tracker that empowers businesses of all sizes to effortlessly...
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 coins in increasing piles, with someone adding three coins to the biggest pile as a concept to represent earning more money using automation.

How business automation using Zapier can improve your pricing and earn you more money

There's no doubt about it – business automation is a key component to success in today's economy. But what if you could take your business automation to the next level to increase your profits? Zapier is a tool that allows you to connect different applications and...
Solvaa blog image header AI-tomation: How Zapier is using AI to make automation easier. Part 1 - An overview of AI in Zapier.

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

Artificial Intelligence (AI) has revolutionised the way we do business. With so much potential, apps are increasingly building AI into their product. Zapier, the popular automation app, is no exception. This is the first in a series of blog posts that will explore the...

How to automate adding invoices to Xero from Pipedrive

If you use a Customer Relationship Management (CRM) app in your business, it is often a common workflow requirement to create an invoice in your accounting system once a deal or opportunity reaches a certain stage in the CRM. If an integration exists between your two...

How to automate your Pipedrive CRM sales processes

One of the biggest challenges for business owners is maintaining a streamlined sales process that is both reliable and easy to use. The modern sales process tends to rely on multiple tools and apps which, while making individual tasks easy to complete, leads to...
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...
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...
Businessman in a meeting holding a tablet which shows pie charts and bar graphs from a Powerpoint presentation.

What operations processes can be automated?

Your operation is the engine room of your business and automating the processes there can free up valuable time to spend winning more business or serving your customers better. If you’re wondering what operations processes can be automated then we have plenty of...
Concept of time with a clock face showing the time at 11:54 and the days in a calendar..

How to use Schedule by Zapier like a pro to run workflows regularly

The brilliant thing about Zapier is that as well as triggering automations when events happen in your apps, you can also make things happen when YOU choose, thanks to Schedule by Zapier. Imagine if you wanted to receive a list of your sales every evening, or get a...
Closeup of computer keyboard with blue ‘survey’ button between the A and D letters.

Our business survey reveals that business owners are keen to automate

We recently conducted a survey of business owners, employees and entrepreneurs to get a better understanding of their attitudes and plans regarding automation.  We were delighted to find that the vast majority of respondents are keen to automate parts of their...
An accountant at his desk using a calculator and checking invoices, with a laptop and PC monitor in the background.

How accountants and bookkeepers can use Zapier

Running the financial aspects of businesses usually involves performing manual tasks, but if accountants and bookkeepers learn how to use Zapier then many of these can be streamlined and eliminated. We asked a few accountants and bookkeepers how they use automation to...
Decorative image - The featured image for the Solvaa blog post "AI-tomation: How Zapier is using AI to make automation easy Part 5 - Wrapping up and looking forward"

AI-tomation: How Zapier is using AI to make automation easy – Wrapping up and looking forward

In this series about AI automation, we've been exploring how Zapier is weaving AI throughout it's product to enhance user experience and power up automation.   If you missed our previous posts, you can find them here:  Part 1: An overview of AI in Zapier Part 2:...
Male businessman with a tablet in his hand and icons representing business process automation floating above it.

How to get started with automation and work smarter, not harder

Are you feeling overwhelmed by your to-do list? Do you feel like you're working all the time but not getting anywhere? If so, it might be time to start using automation to help lighten the load. Automation helps you work smarter, not harder, and in this blog post...
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...
Rear view of successful businessman relaxing in his office with his hands behind his head.

The benefits of automation in business

Everyone is talking about automation in business but many people aren’t sure what it actually means and what the benefits are.  It sounds really complicated and time-consuming, and (even worse) expensive!  Who would actually bother finding out?  We want to bust those...

8 Fun automations to do with Zapier

  While there’s no denying that Zapier can be a powerful tool to save you time and money in your business, there are actually some really fun, cool automations you can do with it which aren’t work-related! New apps are being added all the time to the already-huge...
The head image for the blog post showing a photo of a calendar on a yellow background. Next to the calendar is the Solvaa Automation academy & consultancy logo. Under that are the logos for the Calendly and Zapier apps.

Create a Zap for rescheduled Calendly events by adding one simple step

When you're using Zapier, it can be frustrating if the trigger or action you need doesn't exist. If you're technically minded, you may be able to build your own, but sometimes there's a simpler solution. If you're using Calendly with Zapier, you'll know that there...
Automate 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