- AI-Agent
- Ready to Run
Update Lead Status
Record first sales emails and send owners their follow-up lists
Use this Agent instantly or customize it - no programming needed
- Sent sales emailSent sales email
Your sent message shows who received the email and when it went out.
- Lead detailsLead details
Your lead shows its email address, owner, current status, and first-email details.
- Earlier email activityEarlier email activity
Your lead's email history shows whether your team already sent a qualifying email.
- Owner's pending leadsOwner's pending leads
Your owner's leads show which emailed contacts still need a personal reply.
- Follow-up rulesFollow-up rules
You choose which emails count, how statuses change, and how many leads appear.
Your sales CRM tracks sent sales emails, updates leads, and emails owners their follow-up lists.
- Review noteReview note
Your lead carries a note when matching or owner notification needs a manager's attention.
- Lead follow-up detailsLead follow-up details
Your lead shows its first-email date, follow-up need, and updated status.
- Review noteReview note
Your lead carries a note when matching or owner notification needs a manager's attention.
- Owner follow-up listOwner follow-up list
Your lead stores a short list of the owner's pending leads for the notification.
- Owner emailOwner email
Your owner receives a linked list of leads awaiting a personal reply.
- Review noteReview note
Your lead carries a note when matching or owner notification needs a manager's attention.
This Agent starts when your shared inbox sends a sales email. It checks the recipient and earlier emails before updating the lead. The owner gets a list of leads awaiting a personal reply.
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FrontUsed as:
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Front tracks sent sales emails, updates leads, and emails owners their follow-up lists.
Made for your industry
Update Lead Status is made for businesses in these industries.
- Advertising and Marketing
Track first emails to agency prospects and list those needing a personal reply.
Show all Agents for the Advertising and Marketing industry - Software
Mark first emails to software buyers and list leads needing a reply.
Show all Agents for the Software industry - IT Services
Record first emails to service prospects and list leads needing a reply.
Show all Agents for the IT Services industry - Consulting
Record first outreach to prospective clients and list pending replies.
Show all Agents for the Consulting industry - Staffing and Recruiting
Track first emails to prospective clients and list leads needing a reply.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Mark first emails to prospective buyers and list follow-ups for the owner.
Show all Agents for the Wholesale Distribution industry - Financial Services
Mark first emails to prospective clients and surface personal follow-ups.
Show all Agents for the Financial Services industry - Real Estate
Track first emails to buyers and sellers and list pending follow-ups.
Show all Agents for the Real Estate industry - Insurance
Track first emails to insurance prospects and list leads needing a reply.
Show all Agents for the Insurance industry - Management Consulting
Mark first emails to advisory prospects and list leads needing a reply.
Show all Agents for the Management Consulting industry - Commercial Cleaning
Record first emails to cleaning prospects and list leads needing a reply.
Show all Agents for the Commercial Cleaning industry - Car Dealerships
Mark first emails to car shoppers and list leads awaiting a reply.
Show all Agents for the Car Dealerships industry
Made for your role
Update Lead Status is made for people in these roles.
- Account Executive
Mark first prospect emails and list leads awaiting a personal reply.
Show all Agents for the Account Executive role - Sales Development Representative
Mark first prospect emails and list leads needing a personal reply.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Update first-email fields and send the lead owner a follow-up list.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Mark first outreach in the CRM and email a list of leads needing a reply.
Show all Agents for the Sales Representative role - Sales Manager
Show which newly emailed leads still need an owner's personal reply.
Show all Agents for the Sales Manager role - Business Development Manager
Track first outreach to prospects and flag introductions needing follow-up.
Show all Agents for the Business Development Manager role - Sales Coordinator
Update new-lead statuses after first emails and send owners reply lists.
Show all Agents for the Sales Coordinator role - Sales Operations Manager
Keep first-outreach statuses current and alert owners to pending replies.
Show all Agents for the Sales Operations Manager role
Made for your department
Update Lead Status is made for people in these departments.
- Sales
Mark first sales emails and send lead owners a list of pending replies.
Show all Agents for the Sales department - Sales Operations
Keep first-email dates and lead statuses current after outreach.
Show all Agents for the Sales Operations department - Business Development
Track first prospect emails and remind owners which leads need a reply.
Show all Agents for the Business Development department - Revenue Operations
Align lead status with first outreach and flag replies still owed.
Show all Agents for the Revenue Operations department
How Update Lead Status works
4 steps, in order, on every run.
-
Verify the First EmailMatch the sent message to the lead's address and check earlier sales emails. Leave the lead unchanged if the match or first-email check fails.
-
Record the OutreachSave the first-email date and mark personal follow-up as needed. Move a New lead to Attempted to Contact without replacing a later status.
-
Build the Owner's ListFind the owner's leads still needing personal replies. Add their names and links to a short follow-up list.
-
Email the OwnerSend the owner the follow-up list by internal email. Leave a review note on the lead if the owner is missing or the email fails.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
5 tools
- Connect the shared sales inbox so sent one-to-one emails appear on the matching lead's activity history and can start the email-sent workflow.
- Choose the lead statuses that mean New and Attempted to Contact, plus custom fields for first-email date, personal follow-up needed, and the current owner digest.
- Choose which sales emails count as an initial outreach, the owner who receives each internal email, and the maximum number of pending leads to show in one list.
- Set the internal notification to insert the owner digest field into its body and re-enroll a lead when a qualifying sales email is sent.
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 Status:
Connect your shared sales inbox and choose which emails count as first outreach. Set your lead statuses, follow-up fields, and owner notification in the CRM.
No. Your lead keeps its later status. After a verified first email, the Agent records the date and marks personal follow-up as needed.
Your lead status stays as it is. The Agent flags the lead for review in the CRM when the recipient or match is unclear.
You choose which owner receives the internal email. If a lead has no owner or delivery fails, the Agent keeps the verified update and leaves a note for a sales manager.
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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