- AI-Agent
- Ready to Run
Send Sales Follow-Ups
Send relevant emails when deals reach your chosen follow-up stages
Use this Agent instantly or customize it - no programming needed
- Deal stage changeDeal stage change
Your deal's move into a selected stage starts the follow-up check.
- Deal detailsDeal details
Your deal identifies the prospect, owner, current stage, and status.
- Earlier follow-up notesEarlier follow-up notes
Your deal notes show earlier outreach and link it to email threads.
- Email conversationEmail conversation
Your recent emails show the prospect's latest question and your last message.
- Follow-up rulesFollow-up rules
Your choices set each stage's message goal, timing gap, and reasons to hold outreach.
Your sales pipeline reports stage changes and keeps deal notes beside the prospect and owner.
Your email tool shows prospect threads, sends follow-ups, and reports new replies.
- Follow-up noteFollow-up note
Your deal shows the sent message or a clear reason outreach paused.
- Follow-up noteFollow-up note
Your deal shows the sent message or a clear reason outreach paused.
- Follow-up noteFollow-up note
Your deal shows the sent message or a clear reason outreach paused.
- Follow-up noteFollow-up note
Your deal shows the sent message or a clear reason outreach paused.
- Follow-up emailFollow-up email
Your prospect receives a relevant message in the existing email thread when outreach is due.
- Follow-up noteFollow-up note
Your deal shows the sent message or a clear reason outreach paused.
- New email noticeNew email notice
Your inbox notice points to a newly arrived message in the watched mailbox.
- Prospect replyProspect reply
Your prospect's reply shows their answer, question, or request.
- Deal detailsDeal details
Your deal identifies the prospect, owner, current stage, and status.
- Earlier follow-up notesEarlier follow-up notes
Your deal notes show earlier outreach and link it to email threads.
Your email tool shows prospect threads, sends follow-ups, and reports new replies.
Your sales pipeline reports stage changes and keeps deal notes beside the prospect and owner.
- Email thread for reviewEmail thread for review
Your deal owner can review the email thread when its deal match is uncertain.
- Prospect reply noteProspect reply note
Your deal shows the prospect's answer and your next action.
This Agent waits for a deal to enter a follow-up stage you choose. It checks the deal and latest email exchange before sending or holding the follow-up. It logs the outcome and any later reply for the deal owner.
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GmailUsed as:
- Email tool
Gmail shows prospect threads, sends follow-ups, and reports new replies.
Google DriveUsed as:
- Sales pipeline
Google Drive reports stage changes and keeps deal notes beside the prospect and owner.
HubSpotUsed as:
- Sales pipeline
HubSpot reports stage changes and keeps deal notes beside the prospect and owner.
Microsoft OutlookUsed as:
- Email tool
Microsoft Outlook shows prospect threads, sends follow-ups, and reports new replies.
LeadConnectorUsed as:
- Sales pipeline
LeadConnector reports stage changes and keeps deal notes beside the prospect and owner.
SalesforceUsed as:
- Sales pipeline
Salesforce reports stage changes and keeps deal notes beside the prospect and owner.
monday.comUsed as:
- Sales pipeline
monday.com reports stage changes and keeps deal notes beside the prospect and owner.
ActiveCampaignUsed as:
- Sales pipeline
ActiveCampaign reports stage changes and keeps deal notes beside the prospect and owner.
PipedriveUsed as:
- Sales pipeline
Pipedrive reports stage changes and keeps deal notes beside the prospect and owner.
ZoomUsed as:
- Sales pipeline
Zoom reports stage changes and keeps deal notes beside the prospect and owner.
- Email tool
Zoom shows prospect threads, sends follow-ups, and reports new replies.
BrevoUsed as:
- Sales pipeline
Brevo reports stage changes and keeps deal notes beside the prospect and owner.
Google ContactsUsed as:
- Sales pipeline
Google Contacts reports stage changes and keeps deal notes beside the prospect and owner.
Zoho CRMUsed as:
- Sales pipeline
Zoho CRM reports stage changes and keeps deal notes beside the prospect and owner.
Follow Up BossUsed as:
- Sales pipeline
Follow Up Boss reports stage changes and keeps deal notes beside the prospect and owner.
CloseUsed as:
- Sales pipeline
Close reports stage changes and keeps deal notes beside the prospect and owner.
KeapUsed as:
- Sales pipeline
Keap reports stage changes and keeps deal notes beside the prospect and owner.
LoftyUsed as:
- Sales pipeline
Lofty reports stage changes and keeps deal notes beside the prospect and owner.
AttioUsed as:
- Sales pipeline
Attio reports stage changes and keeps deal notes beside the prospect and owner.
Zoho MailUsed as:
- Email tool
Zoho Mail shows prospect threads, sends follow-ups, and reports new replies.
KommoUsed as:
- Sales pipeline
Kommo reports stage changes and keeps deal notes beside the prospect and owner.
Wealthbox CRMUsed as:
- Sales pipeline
Wealthbox CRM reports stage changes and keeps deal notes beside the prospect and owner.
Microsoft Dynamics 365 CRMUsed as:
- Sales pipeline
Microsoft Dynamics 365 CRM reports stage changes and keeps deal notes beside the prospect and owner.
Bigin by Zoho CRMUsed as:
- Sales pipeline
Bigin by Zoho CRM reports stage changes and keeps deal notes beside the prospect and owner.
Bitrix24 CRMUsed as:
- Sales pipeline
Bitrix24 CRM reports stage changes and keeps deal notes beside the prospect and owner.
CopperUsed as:
- Sales pipeline
Copper reports stage changes and keeps deal notes beside the prospect and owner.
StreakUsed as:
- Sales pipeline
Streak reports stage changes and keeps deal notes beside the prospect and owner.
lemlistUsed as:
- Email tool
lemlist shows prospect threads, sends follow-ups, and reports new replies.
HoldedUsed as:
- Sales pipeline
Holded reports stage changes and keeps deal notes beside the prospect and owner.
Capsule CRMUsed as:
- Sales pipeline
Capsule CRM reports stage changes and keeps deal notes beside the prospect and owner.
Teamleader FocusUsed as:
- Sales pipeline
Teamleader Focus reports stage changes and keeps deal notes beside the prospect and owner.
MOCOUsed as:
- Sales pipeline
MOCO reports stage changes and keeps deal notes beside the prospect and owner.
Made for your industry
Send Sales Follow-Ups is made for businesses in these industries.
- Advertising and Marketing
Follow up on agency proposals when a prospect's deal reaches the next stage.
Show all Agents for the Advertising and Marketing industry - Software
Follow up on software prospects using the latest email conversation.
Show all Agents for the Software industry - IT Services
Revisit service proposals when a client's deal enters a follow-up stage.
Show all Agents for the IT Services industry - Consulting
Renew contact on consulting opportunities using the latest client email.
Show all Agents for the Consulting industry - Construction
Follow up on project bids when the sales pipeline calls for contact.
Show all Agents for the Construction industry - Wholesale Distribution
Follow up on buyer opportunities with the last email exchange in view.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Follow up on buyer inquiries as sales opportunities advance.
Show all Agents for the Manufacturing industry - Financial Services
Resume prospect conversations when an advisory deal needs follow-up.
Show all Agents for the Financial Services industry - Real Estate
Contact buyers and sellers when their deals reach a follow-up stage.
Show all Agents for the Real Estate industry - Insurance
Follow up on coverage prospects with their last question in view.
Show all Agents for the Insurance industry - Home Services
Follow up on service quotes with the homeowner's last question in view.
Show all Agents for the Home Services industry
Made for your role
Send Sales Follow-Ups is made for people in these roles.
- Account Executive
Send a relevant prospect follow-up when a deal reaches the next stage.
Show all Agents for the Account Executive role - Sales Representative
Send the next prospect email from the current deal and conversation.
Show all Agents for the Sales Representative role - Sales Manager
See which prospect follow-ups went out and which deals need attention.
Show all Agents for the Sales Manager role - Business Development Manager
Reconnect with prospective clients as their deals reach follow-up stages.
Show all Agents for the Business Development Manager role - Account Manager
Follow up on client opportunities without repeating an earlier message.
Show all Agents for the Account Manager role - Real Estate Agent
Contact buyers or sellers when a deal reaches a follow-up stage.
Show all Agents for the Real Estate Agent role - Sales Operations Manager
Apply stage follow-up rules and keep each result on the deal.
Show all Agents for the Sales Operations Manager role - Insurance Agent
Follow up on coverage opportunities with the last prospect email in view.
Show all Agents for the Insurance Agent role
Made for your department
Send Sales Follow-Ups is made for people in these departments.
- Sales
Send stage-based prospect follow-ups and log replies on deals.
Show all Agents for the Sales department - Sales Operations
Track sent or held follow-ups against each deal's stage.
Show all Agents for the Sales Operations department
How Send Sales Follow-Ups works
5 steps, in order, on every run.
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Check the dealRead the current stage and deal owner. Check whether the deal is still open and has a prospect address.
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Review the email conversationFind the prospect's recent messages in the owner's mailbox. Read the latest question and last outbound email.
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Decide whether to follow upApply your stage goal and timing rule. Hold the message after a reply, meeting, opt-out, or earlier follow-up for this stage change.
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Send and record the outcomeRecheck the conversation and send a relevant email when contact is due. Note the sent message or specific hold reason on the deal.
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Log the prospect's replyMatch a later reply to the deal's follow-up thread. Add the answer and next action to the deal, or flag an uncertain match for owner review.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or HubSpot.
31 tools
- Choose the open deal stages that require renewed contact and supply an approved message goal, call to action, and minimum gap since the last outbound email for each stage.
- Connect the sales mailbox used for these prospects and specify which mailbox corresponds to each deal owner if owners send from separate accounts.
- Set the rule for holding follow-ups after a prospect reply, an opt-out, a scheduled meeting, a closed deal, or a message already sent for the same stage change.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Sales Follow-Ups:
You choose the deal stages, message goals, calls to action, and minimum gap since the last outbound email. You also set rules for holding outreach.
You connect the sales mailbox for these prospects. If owners use separate accounts, you choose the mailbox for each owner.
Your rules can hold it after a reply or meeting. A closed deal, opt-out, missing address, or unclear thread also stops the send. The owner sees the reason on the deal.
The owner sees the answer and next action on the matching deal. If the thread could match more than one deal, the owner reviews it before any reply is attached.
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.