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Follow Up With Leads

Send due emails in the original thread and flag lead replies in chat

Use this Agent instantly or customize it - no programming needed

Send due personal follow-ups
Reads
  • Lead follow-up tasks
    Lead follow-up tasks

    Your assigned tasks show each lead's details, stated need, due date, email thread, and follow-up status.

  • Email conversations
    Email conversations

    Your email threads show the first personal note, later messages, and any answer from the lead.

  • Follow-up wording
    Follow-up wording

    You choose the tone and call to action for one short personal follow-up.

  • Weekday check time
    Weekday check time

    You choose when the weekday check looks for tasks due today or earlier.

  • Rep chat address
    Rep chat address

    Your rep's chat address directs reply alerts and follow-up blockers to the right person.

Lead follow-up tool
Lead follow-up tool

Your lead follow-up tool holds assigned tasks and records whether each lead replied or received a follow-up.
Lead follow-up tool
Email app
Email app

Your email app shows the first email and replies, and sends one follow-up in the same thread.
Email app
Does a due task lack the lead's need, address, or thread ID?YesNo
Keep the task open and alert the rep to missing details
Writes
  • Follow-up task result
    Follow-up task result

    Your task shows the sent message, a reason to skip, or a problem you need to fix.

  • Follow-up blocker alert
    Follow-up blocker alert

    Your rep gets a chat message with the task link and the reason a due follow-up stayed open.

Team chat app
Team chat app

Your team chat app delivers lead replies and follow-up blockers to the assigned rep.
Team chat app
Does the thread conflict with the lead or first email?YesNo
Keep the task open and alert the rep to the mismatch
Writes
  • Follow-up task result
    Follow-up task result

    Your task shows the sent message, a reason to skip, or a problem you need to fix.

  • Follow-up blocker alert
    Follow-up blocker alert

    Your rep gets a chat message with the task link and the reason a due follow-up stayed open.

Has the lead replied or the rep already followed up?YesNo
Complete the task with the reason for skipping email
Writes
  • Follow-up task result
    Follow-up task result

    Your task shows the sent message, a reason to skip, or a problem you need to fix.

Does sending the follow-up fail?YesNo
Keep the task open and alert the rep to the failure
Writes
  • Follow-up task result
    Follow-up task result

    Your task shows the sent message, a reason to skip, or a problem you need to fix.

  • Follow-up blocker alert
    Follow-up blocker alert

    Your rep gets a chat message with the task link and the reason a due follow-up stayed open.

Send one short reply and complete the task
Writes
  • Personal follow-up email
    Personal follow-up email

    Your lead receives one short reply in the original thread about the need they stated.

  • Follow-up task result
    Follow-up task result

    Your task shows the sent message, a reason to skip, or a problem you need to fix.

Flag new lead replies for the rep
Reads
  • Incoming email
    Incoming email

    Each new message supplies its sender, message ID, and thread ID for matching to a lead.

  • Lead follow-up tasks
    Lead follow-up tasks

    Your assigned tasks show each lead's details, stated need, due date, email thread, and follow-up status.

  • Email conversations
    Email conversations

    Your email threads show the first personal note, later messages, and any answer from the lead.

  • Rep chat address
    Rep chat address

    Your rep's chat address directs reply alerts and follow-up blockers to the right person.

Email app
Email app

Your email app shows the first email and replies, and sends one follow-up in the same thread.
Email app
Lead follow-up tool
Lead follow-up tool

Your lead follow-up tool holds assigned tasks and records whether each lead replied or received a follow-up.
Lead follow-up tool
Does the sender or thread miss a tracked lead?YesNo
Skip the unrelated email
Did this message already trigger an alert?YesNo
Skip the duplicate alert
Mark the task answered and save the reply ID
Writes
  • Lead reply status
    Lead reply status

    Your task records the lead's answer and reply ID so the scheduled follow-up stops.

Is the rep's chat address missing?YesNo
Flag chat delivery as blocked on the task
Writes
  • Chat delivery blocker
    Chat delivery blocker

    Your task keeps the lead's reply visible when the rep's chat alert cannot arrive.

Does the chat message fail to send?YesNo
Flag chat delivery as blocked on the task
Writes
  • Chat delivery blocker
    Chat delivery blocker

    Your task keeps the lead's reply visible when the rep's chat alert cannot arrive.

Team chat app
Team chat app

Your team chat app delivers lead replies and follow-up blockers to the assigned rep.
Team chat app
Message the rep with the reply and email link
Writes
  • Lead reply alert
    Lead reply alert

    Your rep gets a direct message summarizing the lead's answer and linking to the email thread.

This Agent waits for a lead's follow-up date, then checks the first email's thread. If the lead has not replied, it sends a short note. When a reply arrives, the rep gets a chat alert.

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Microsoft Teams
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Google Chat
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RingCentral
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Chatwork
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Zoho Mail
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Made for your industry

Follow Up With Leads is made for businesses in these industries.

Made for your role

Follow Up With Leads is made for people in these roles.

Made for your department

Follow Up With Leads is made for people in these departments.

How Follow Up With Leads works

5 steps, in order, on every run.

  1. Check Due TasksCheck assigned follow-up tasks at your chosen weekday time. Find those due today or earlier.
  2. Read the Original ThreadMatch each task to the first personal email. Skip sending if the lead replied or the rep already followed up.
  3. Send a Short Follow-UpReply in the original thread with a short note about the lead's stated need. Use your chosen call to action.
  4. Record the OutcomeRecord the sent email or a reason to skip, then complete the task. Leave blocked tasks open and alert the rep.
  5. Flag Lead RepliesMatch incoming emails to tracked threads and lead addresses. Record each reply and message the rep once with a link.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Slack or Microsoft Outlook.

16 tools
Set your rules
  • The rep creates an assigned email follow-up task for each lead, with a due date, lead name and email address, the lead's stated need, and the first personal email's thread ID in the task notes.
  • Choose the rep's sending inbox, a weekday check time, and the search for new incoming mail in that inbox.
  • Provide the approved tone and call to action for a single short follow-up, plus the rep's chat address for alerts.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Follow Up With Leads:

What do I need to set up?

Create an assigned task with the lead's due date and email address. Add their stated need and first email's thread ID. Choose the inbox, weekday check time, follow-up tone, call to action, and chat address.

Will it email a lead who already replied?

No. The Agent checks the original thread before sending. If the lead replied, your task records why the follow-up was skipped.

How will I hear about a new lead reply?

You get a direct chat message with the lead's response and a link to the email. The task records the reply, and duplicate alerts are skipped.

What happens if a task is missing details?

The task stays open with the missing detail noted. The assigned rep gets a chat message with the task link so they can fix it.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.