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Update Imported Lead Status

Match imported leads to sent mail and update their CRM status

Use this Agent instantly or customize it - no programming needed

Check outreach for imported leads
Reads
  • Contact IDs from the import
    Contact IDs from the import

    You supply the contact IDs from a completed import, including updated contacts.

  • Lead details
    Lead details

    Your lead details show each contact's email, assigned rep, current status, and outreach fields.

  • Sent email history
    Sent email history

    Your sent mail supplies each message's date, sender, recipients, and subject.

  • Outreach rules
    Outreach rules

    You choose which mailboxes and emails count as first outreach or follow-up. Your rules map findings to lead status.

CRM
CRM

Your CRM holds each lead's current status and saves verified outreach findings.
CRM
Email account
Email account

Your email account shows sent messages to each lead's exact email address.
Email account
Is a supplied contact ID missing from the CRM?YesNo
Add the missing contact ID to the review list
Writes
  • Review list
    Review list

    You receive uncertain leads with possible message matches and the reason each needs your judgment.

Does the lead lack a usable email address?YesNo
Flag the lead and add its missing address to the review list
Writes
  • Review flags
    Review flags

    Your uncertain leads carry a review flag while their current status stays intact.

  • Review list
    Review list

    You receive uncertain leads with possible message matches and the reason each needs your judgment.

Is the mail match uncertain or the sent history incomplete?YesNo
Flag the lead and list the possible matches or history gap
Writes
  • Review flags
    Review flags

    Your uncertain leads carry a review flag while their current status stays intact.

  • Review list
    Review list

    You receive uncertain leads with possible message matches and the reason each needs your judgment.

Would the findings conflict with a later status or existing outreach values?YesNo
Preserve the lead's values and flag it for the rep to review
Writes
  • Review flags
    Review flags

    Your uncertain leads carry a review flag while their current status stays intact.

  • Review list
    Review list

    You receive uncertain leads with possible message matches and the reason each needs your judgment.

Update the lead's outreach status and return its contact ID
Writes
  • Outreach status
    Outreach status

    Your clear leads show verified first-email and follow-up fields, plus the mapped lead status.

  • Updated contact IDs
    Updated contact IDs

    You receive the contact IDs whose outreach status changed in this run.

This Agent checks the contact IDs you provide after an import against sent email history. It updates clear outreach results in your CRM and returns uncertain matches for your review.

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Made for your industry

Update Imported Lead Status is made for businesses in these industries.

Made for your role

Update Imported Lead Status is made for people in these roles.

Made for your department

Update Imported Lead Status is made for people in these departments.

How Update Imported Lead Status works

5 steps, in order, on every run.

  1. Read Imported LeadsRead the contact IDs you provide after import. Check their email addresses, assigned reps, and current CRM status.
  2. Search Sent EmailSearch connected sales mailboxes for messages sent to each lead's exact email address.
  3. Check Outreach HistoryIdentify the first qualifying sales email and later personal follow-up using your rules. Flag gaps or unclear matches.
  4. Update Clear Lead StatusSave verified outreach fields and mapped CRM status. Preserve later sales stages and flag uncertain leads for review.
  5. Return Review ListReturn updated lead IDs and uncertain matches, with messages and reasons for your review.

How to Get Started

Connect your tools

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

11 tools
Set your rules
  • Connect the lead account and each sales mailbox that may hold messages sent to imported leads; include enough historical mail to cover the import.
  • Create or select lead fields for first email sent, personal follow-up needed, and review needed, and define how verified results map to the team's lead status values without overwriting later sales stages.
  • Define which sender addresses and message types count as the first sales email and which later one-to-one emails count as a rep's personal follow-up.
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 Update Imported Lead Status:

How do you decide whether a lead needs personal follow-up?

You choose which messages count as a first sales email. You also define which later emails from the assigned rep count as personal follow-up.

Can I choose how the lead status changes in my CRM?

Yes. You map verified outreach results to your team's lead status values during setup. The Agent preserves later sales stages.

What happens if sent email history is incomplete?

The Agent flags that lead for your review and leaves its status unchanged. You can check the missing history before deciding.

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.

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