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Email New Referral Leads
Send relevant first emails and log follow-up for referral leads
Use this Agent instantly or customize it - no programming needed
- New referral leadNew referral lead
Your new referral lead starts the run when its source matches your setting and supplies its ID.
- Lead contact detailsLead contact details
Your lead provides the name, email address, opt-out choice, and first-email status.
- Referral noteReferral note
Your rep's note tells the Agent what the lead needs.
- Contact historyContact history
Your earlier notes and activities show whether anyone has already contacted the lead.
- Introduction rulesIntroduction rules
Your chosen tone, signature, next step, and review rule guide the first email.
Your sales lead tracker alerts the Agent to new referrals and keeps their notes, email status, and follow-up.
- Rep review noteRep review note
Your lead shows why you need to write the first email or answer a referral question.
- Rep review noteRep review note
Your lead shows why you need to write the first email or answer a referral question.
- Introduction emailIntroduction email
Your new lead receives a first email tied to their recorded need.
- First-email updateFirst-email update
Your lead shows the exact email, message ID, send status, and follow-up, or the error that blocked delivery.
Your email account sends the introduction and returns its message ID or an error.
This Agent starts when you create a referral lead. It checks the note and contact history before sending an introduction. You see the exact email and next step on the lead.
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GmailUsed as:
- Sales lead tracker
Gmail alerts the Agent to new referrals and keeps their notes, email status, and follow-up.
- Email account
Gmail sends the introduction and returns its message ID or an error.
Microsoft OutlookUsed as:
- Sales lead tracker
Microsoft Outlook alerts the Agent to new referrals and keeps their notes, email status, and follow-up.
- Email account
Microsoft Outlook sends the introduction and returns its message ID or an error.
ZoomUsed as:
- Sales lead tracker
Zoom alerts the Agent to new referrals and keeps their notes, email status, and follow-up.
- Email account
Zoom sends the introduction and returns its message ID or an error.
Microsoft Office 365Used as:
- Email account
Microsoft Office 365 sends the introduction and returns its message ID or an error.
ClickSend SMSUsed as:
- Email account
ClickSend SMS sends the introduction and returns its message ID or an error.
KeapUsed as:
- Email account
Keap sends the introduction and returns its message ID or an error.
SendGridUsed as:
- Email account
SendGrid sends the introduction and returns its message ID or an error.
Zoho MailUsed as:
- Sales lead tracker
Zoho Mail alerts the Agent to new referrals and keeps their notes, email status, and follow-up.
- Email account
Zoho Mail sends the introduction and returns its message ID or an error.
ServiceM8Used as:
- Email account
ServiceM8 sends the introduction and returns its message ID or an error.
Campaign MonitorUsed as:
- Email account
Campaign Monitor sends the introduction and returns its message ID or an error.
GetResponseUsed as:
- Email account
GetResponse sends the introduction and returns its message ID or an error.
MailgunUsed as:
- Email account
Mailgun sends the introduction and returns its message ID or an error.
MailjetUsed as:
- Email account
Mailjet sends the introduction and returns its message ID or an error.
lemlistUsed as:
- Email account
lemlist sends the introduction and returns its message ID or an error.
FrontUsed as:
- Email account
Front sends the introduction and returns its message ID or an error.
OneSignalUsed as:
- Email account
OneSignal sends the introduction and returns its message ID or an error.
SuperchatUsed as:
- Email account
Superchat sends the introduction and returns its message ID or an error.
ActiveCampaign PostmarkUsed as:
- Email account
ActiveCampaign Postmark sends the introduction and returns its message ID or an error.
Mailchimp TransactionalUsed as:
- Email account
Mailchimp Transactional sends the introduction and returns its message ID or an error.
SenderUsed as:
- Email account
Sender sends the introduction and returns its message ID or an error.
Made for your industry
Email New Referral Leads is made for businesses in these industries.
- IT Services
Email referred companies about their IT needs and record the introduction.
Show all Agents for the IT Services industry - Consulting
Email referred prospects about the advice they need and log the introduction.
Show all Agents for the Consulting industry - Financial Services
Email referred prospects about their stated financial needs and log the contact.
Show all Agents for the Financial Services industry - Real Estate
Email referred buyers or sellers and log the introduction on their lead.
Show all Agents for the Real Estate industry - Legal Services
Introduce referred prospective clients and record the message for follow-up.
Show all Agents for the Legal Services industry - Insurance
Introduce referred prospects around their coverage needs and log the email.
Show all Agents for the Insurance industry - Accounting and Bookkeeping
Email referred clients about their accounting needs and record the introduction.
Show all Agents for the Accounting and Bookkeeping industry - Home Services
Email referred homeowners about their service needs and log the next step.
Show all Agents for the Home Services industry
Made for your role
Email New Referral Leads is made for people in these roles.
- Account Executive
Introduce referred prospects using their stated need and log the next step.
Show all Agents for the Account Executive role - Sales Development Representative
Email new referred leads and leave their first contact ready to review.
Show all Agents for the Sales Development Representative role - Sales Representative
Send each new referral a relevant first email and record the follow-up.
Show all Agents for the Sales Representative role - Sales Manager
Send timely introductions to the team's new referrals and record each one.
Show all Agents for the Sales Manager role - Business Development Manager
Start conversations with referred prospects and record what was sent.
Show all Agents for the Business Development Manager role - Sales Coordinator
Send first emails to referred leads and keep the next step on each lead.
Show all Agents for the Sales Coordinator role - Real Estate Agent
Introduce referred buyers or sellers and track the first email on their lead.
Show all Agents for the Real Estate Agent role - Insurance Agent
Email referred prospects about their coverage need and log the introduction.
Show all Agents for the Insurance Agent role - Financial Advisor
Introduce referred prospects based on their stated need and log the email.
Show all Agents for the Financial Advisor role
Made for your department
Email New Referral Leads is made for people in these departments.
- Sales
Send first emails to new referrals and keep their follow-ups on the leads.
Show all Agents for the Sales department
How Email New Referral Leads works
4 steps, in order, on every run.
-
Read the lead and its historyRead the referral note and earlier contact activity. Check whether the lead has a usable email address.
-
Check whether to emailCheck opt-out and prior introductions. Flag an unclear note or conflicting history for the rep to review.
-
Send the introductionWrite a short email tied to the recorded need. Send it from your connected mailbox.
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Record the email and next stepSave the exact email and send status on the lead. Add the follow-up detail the rep needs.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
20 tools
- Choose the referral lead source value and the lead fields for referral notes, first-email status, and rep follow-up.
- Connect the sending mailbox and set the approved introduction tone, sender signature, and next step the email may offer.
- Set the rule for when an unclear referral note or prior contact requires the rep to write the first email.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Email New Referral Leads:
Yes, for new referral leads with the source value you choose. Connect your sending mailbox and set the introduction tone before runs begin.
You take over when the note lacks a clear need or past contact conflicts with it. You choose the review rule during setup. The lead shows why an opt-out or missing address stopped the email.
You see the sending error on the lead, and its first-email status stays unsent. You can retry or contact the person directly.
The Agent retries saving the lead using the sent message ID. Your contact does not get a second email from that retry.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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