1:1 Email: New Deal Welcome Email and Call


Wouldn’t it be great to check-in personally with every new lead you get and set up your touchpoint instantly? You might immediately get a headache thinking about trying to keep on top of every lead, checking for new ones, and setting up emails to go out for each one.

But you don’t have to!

With our recipe, One to one: Email: New Deal Welcome Email and Call, you can automatically reach out to new deals as they enter your pipeline from your own personal email and set up the next touchpoint and a due date for the new task, with reminders.

Before you set this up, connect your email to our one to one email feature using the steps in this help article.

Here’s how it works:

1. A deal triggers the automation when they enter the pipeline you specify in the trigger.
2. The deal then arrives at the Add Task action, where the specified task and due date are assigned to the deal owner of that deal.
3. The deal then arrives at the one to one email step, where an email will be sent from the connected email address.
4. The automation ends.

Note: For a more natural feeling to the email, you can add a small wait step after the trigger for a few minutes or hours.

Note: Feel free to add any other actions and conditions to make this recipe your own.

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