+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 2000 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

 

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

Wooden desk with a laptop, phone and stationery with blue square featuring the text “How to send a daily digest of all paid Xero invoices using Slack”

How to send a Slack message with a daily digest of paid Xero invoices

Using Zapier to send a Slack message with a daily digest of paid Xero invoices can provide useful data which is sent to your team automatically.  Knowing when invoices have been paid is business-critical information, but it can be time-consuming to check your...
Side view of a girl with a superhero cape, with Solvaa logo and text 'Become an automation superhero'.

Become an automation superhero with our free cheatsheet

Although Zapier is brilliant at connecting the apps you use every day, it also comes with over 20 inbuilt functions which will help you become an automation superhero in no time! These functions are a range of helper apps that we’ve listed on our free cheatsheet which...
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...
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