- AI-Agent
- Ready to Run
Update Lead Follow-Up Status
Check sent replies and assign the lead owner's next task
Use this Agent instantly or customize it - no programming needed
- New form leadNew form lead
Your new form lead provides its inquiry, email address, owner, and current status.
- Sent email historySent email history
Your sent email history shows messages to the lead within your chosen lookback period.
- Follow-up settingsFollow-up settings
Your settings define the mailbox, lookback period, task due date, and completed follow-up statuses.
Your CRM supplies new form leads and lets the Agent update their statuses and tasks.
Your email service gives the Agent sent messages to check for an initial reply.
- Lead statusLead status
Your lead shows the first-email finding and follow-up status, with a sent date and message link when confirmed.
- Follow-up taskFollow-up task
Your lead owner gets one linked task for the next step, or your coordinator gets a verification task.
- Lead statusLead status
Your lead shows the first-email finding and follow-up status, with a sent date and message link when confirmed.
- Lead statusLead status
Your lead shows the first-email finding and follow-up status, with a sent date and message link when confirmed.
- Lead statusLead status
Your lead shows the first-email finding and follow-up status, with a sent date and message link when confirmed.
- Follow-up taskFollow-up task
Your lead owner gets one linked task for the next step, or your coordinator gets a verification task.
- Lead statusLead status
Your lead shows the first-email finding and follow-up status, with a sent date and message link when confirmed.
- Follow-up taskFollow-up task
Your lead owner gets one linked task for the next step, or your coordinator gets a verification task.
This Agent starts when your web form creates a lead. It checks your team's sent mail for an initial reply. It updates the lead and assigns any needed follow-up task.
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GmailUsed as:
- Email service
Gmail gives the Agent sent messages to check for an initial reply.
HubSpotUsed as:
- CRM
HubSpot supplies new form leads and lets the Agent update their statuses and tasks.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook gives the Agent sent messages to check for an initial reply.
LeadConnectorUsed as:
- CRM
LeadConnector supplies new form leads and lets the Agent update their statuses and tasks.
SalesforceUsed as:
- CRM
Salesforce supplies new form leads and lets the Agent update their statuses and tasks.
monday.comUsed as:
- CRM
monday.com supplies new form leads and lets the Agent update their statuses and tasks.
AsanaUsed as:
- Email service
Asana gives the Agent sent messages to check for an initial reply.
ZoomUsed as:
- CRM
Zoom supplies new form leads and lets the Agent update their statuses and tasks.
- Email service
Zoom gives the Agent sent messages to check for an initial reply.
Zoho CRMUsed as:
- CRM
Zoho CRM supplies new form leads and lets the Agent update their statuses and tasks.
Follow Up BossUsed as:
- CRM
Follow Up Boss supplies new form leads and lets the Agent update their statuses and tasks.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 gives the Agent sent messages to check for an initial reply.
Zoho MailUsed as:
- Email service
Zoho Mail gives the Agent sent messages to check for an initial reply.
KommoUsed as:
- CRM
Kommo supplies new form leads and lets the Agent update their statuses and tasks.
Microsoft Dynamics 365 CRMUsed as:
- CRM
Microsoft Dynamics 365 CRM supplies new form leads and lets the Agent update their statuses and tasks.
Bitrix24 CRMUsed as:
- CRM
Bitrix24 CRM supplies new form leads and lets the Agent update their statuses and tasks.
Made for your industry
Update Lead Follow-Up Status is made for businesses in these industries.
- Advertising and Marketing
Track first replies to new client inquiries and assign follow-up.
Show all Agents for the Advertising and Marketing industry - Software
Track first replies to demo requests and assign the next sales follow-up.
Show all Agents for the Software industry - IT Services
Flag service inquiries that need an initial or personal sales reply.
Show all Agents for the IT Services industry - Consulting
Show which project inquiries still need a personal reply.
Show all Agents for the Consulting industry - Real Estate
Show which buyer and seller inquiries still need a personal reply.
Show all Agents for the Real Estate industry - Legal Services
Show which prospective client inquiries already received an email.
Show all Agents for the Legal Services industry - Property Management
Flag rental inquiries that still need a leasing follow-up.
Show all Agents for the Property Management industry - Insurance
Mark first replies to coverage inquiries and flag needed follow-up.
Show all Agents for the Insurance industry - Home Services
Track first emails on quote requests and assign unanswered inquiries.
Show all Agents for the Home Services industry
Made for your role
Update Lead Follow-Up Status is made for people in these roles.
- Account Executive
Flag inbound prospects due for a personal follow-up.
Show all Agents for the Account Executive role - Sales Development Representative
See which form leads need a first email or personal follow-up.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Keep lead email history current and assign the next owner task.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Show which prospects already got a first reply and need follow-up.
Show all Agents for the Sales Representative role - Sales Manager
Give lead owners one task for the next needed reply.
Show all Agents for the Sales Manager role - Business Development Manager
Surface new client inquiries that still need personal outreach.
Show all Agents for the Business Development Manager role - Sales Coordinator
Mark form leads that still need a first reply or follow-up.
Show all Agents for the Sales Coordinator role - Intake Coordinator
Check whether new inquiries got a first reply and assign the next step.
Show all Agents for the Intake Coordinator role - Leasing Specialist
Flag rental prospects who need a first email or personal follow-up.
Show all Agents for the Leasing Specialist role - Revenue Operations Manager
Keep lead reply statuses current across sales handoffs.
Show all Agents for the Revenue Operations Manager role
Made for your department
Update Lead Follow-Up Status is made for people in these departments.
- Sales
Show lead owners the first reply sent and the next outreach due.
Show all Agents for the Sales department - Sales Operations
Update lead reply statuses and assign outreach tasks to owners.
Show all Agents for the Sales Operations department - Revenue Operations
Keep inbound lead histories current for sales follow-up.
Show all Agents for the Revenue Operations department - Intake
Flag unanswered inquiries and assign their next reply.
Show all Agents for the Intake department
How Update Lead Follow-Up Status works
5 steps, in order, on every run.
-
Read the New LeadRead the new form lead after your chosen delay. Check the inquiry and who owns the lead.
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Search Sent MailSearch the selected mailbox for messages to the lead's exact email address. Keep messages within your chosen lookback period.
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Find the First ReplyMatch sent messages to the inquiry. Mark a clear first reply Sent. Mark an empty search Not found and uncertain matches Verify.
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Update Lead StatusUpdate the lead's email and follow-up fields, saving confirmed reply details. Change its main status only under your chosen rule.
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Assign the Next TaskGive the lead owner a task for needed outreach or verification. Avoid a duplicate or new task after completed follow-up.
How to Get Started
Connect the tools you already use, such as Gmail, HubSpot or Microsoft Outlook.
15 tools
- Select the lead web form and map its source, inquiry, email address, and owner into the CRM lead; subscribe to new-lead notifications.
- Choose the team or shared sent mailbox that contains all channels used for initial email replies, and grant read access to its Sent Items.
- Create first-email and personal-follow-up status fields on leads with Sent, Not found, and Verify for the first email, and First email needed, Personal follow-up needed, Done, and Verify for follow-up.
- Set the lookback period, the brief delay after lead creation before checking sent mail, the task due date, the sales operations coordinator for exceptions, and the lead-status values that mean a person has already followed up.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Update Lead Follow-Up Status:
You choose a team or shared mailbox that holds initial replies. Messages sent elsewhere cannot appear in this check.
Your lead shows Verify, and its owner gets a task to check the email history. If the lead has no owner, your chosen sales operations coordinator gets the task.
You choose which main lead status changes are safe. The Agent changes that status only when your rule allows it.
The first email field shows Not found after an empty mailbox search. The owner gets a first reply task unless the lead already shows completed follow-up.
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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