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Update Lead Status

Update lead status from first-email delivery and bounce results

Use this Agent instantly or customize it - no programming needed

Reconcile first-email results with lead statuses

Reads

Scheduled check time
Scheduled check time
Your chosen weekday time starts the check after your team's first-email batches.
Waiting leads
Waiting leads
Your chosen reps own these leads, whose statuses still say they await a first email.
First-email subject
First-email subject
Your chosen subject identifies first emails among each lead's CRM-sent messages.
Lead email results
Lead email results
Your CRM shows each lead's sent messages, recipients, delivery results, and bounce details.
Follow-up list criteria
Follow-up list criteria
Your shared list includes the chosen reps' leads awaiting confirmation, personal follow-up, or bounce attention.

CRM

CRM

Your CRM shows email outcomes, holds lead statuses, and lists leads needing follow-up.

Are there no waiting leads for the chosen reps?YesNo

Show the current follow-up list

Writes

Follow-up list
Follow-up list
Your shared lead list shows who awaits confirmation, personal follow-up, or an address correction.

Do all waiting leads lack a clear first-email outcome?YesNo

Keep lead statuses and show the follow-up list

Writes

Follow-up list
Follow-up list
Your shared lead list shows who awaits confirmation, personal follow-up, or an address correction.

Update confirmed delivery and bounce statuses; show the follow-up list

Writes

Lead statuses
Lead statuses
Your CRM marks delivered, opened, or clicked first emails for personal follow-up. Bounces need attention.
Follow-up list
Follow-up list
Your shared lead list shows who awaits confirmation, personal follow-up, or an address correction.

This Agent runs after your weekday first-email batches and checks delivery results in your CRM. It updates lead statuses for confirmed deliveries and bounces. Your shared list shows who needs follow-up or an address check.

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Microsoft Outlook

Used as:

CRM
Microsoft Outlook shows email outcomes, holds lead statuses, and lists leads needing follow-up.

Show all Agents working with Microsoft Outlook

LeadConnector

Used as:

CRM
LeadConnector shows email outcomes, holds lead statuses, and lists leads needing follow-up.

Show all Agents working with LeadConnector

Salesforce

Used as:

CRM
Salesforce shows email outcomes, holds lead statuses, and lists leads needing follow-up.

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Pipedrive

Used as:

CRM
Pipedrive shows email outcomes, holds lead statuses, and lists leads needing follow-up.

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Zoom

Used as:

CRM
Zoom shows email outcomes, holds lead statuses, and lists leads needing follow-up.

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Close

Used as:

CRM
Close shows email outcomes, holds lead statuses, and lists leads needing follow-up.

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Zoho Mail

Used as:

CRM
Zoho Mail shows email outcomes, holds lead statuses, and lists leads needing follow-up.

Show all Agents working with Zoho Mail

Kommo

Used as:

CRM
Kommo shows email outcomes, holds lead statuses, and lists leads needing follow-up.

Show all Agents working with Kommo

Microsoft Dynamics 365 CRM

Used as:

CRM
Microsoft Dynamics 365 CRM shows email outcomes, holds lead statuses, and lists leads needing follow-up.

Show all Agents working with Microsoft Dynamics 365 CRM

Bitrix24 CRM

Used as:

CRM
Bitrix24 CRM shows email outcomes, holds lead statuses, and lists leads needing follow-up.

Show all Agents working with Bitrix24 CRM

Made for your industry

Update Lead Status is made for businesses in these industries.

Advertising and Marketing
Keep agency prospect follow-ups current after email batches.
Show all Agents for the Advertising and Marketing industry
Software
Show which software prospects received an introduction and need follow-up.
Show all Agents for the Software industry
IT Services
Flag bounced first emails to prospective IT services clients.
Show all Agents for the IT Services industry
Consulting
Show which prospective clients received a consultant's first email.
Show all Agents for the Consulting industry
Staffing and Recruiting
Show which prospective staffing clients need a personal follow-up.
Show all Agents for the Staffing and Recruiting industry
Wholesale Distribution
Keep new retailer accounts ready for rep follow-up after delivery.
Show all Agents for the Wholesale Distribution industry
Real Estate
Flag bounced introductions to buyers and sellers before follow-up.
Show all Agents for the Real Estate industry
Car Dealerships
Show which vehicle shoppers received an introduction and need follow-up.
Show all Agents for the Car Dealerships industry

Made for your role

Update Lead Status is made for people in these roles.

Account Executive
Flag bounced introductions before reaching out to prospects again.
Show all Agents for the Account Executive role
Sales Development Representative
Turn delivered prospect emails into a current follow-up list.
Show all Agents for the Sales Development Representative role
Sales Operations Specialist
Update lead statuses from first-email delivery and bounce results.
Show all Agents for the Sales Operations Specialist role
Sales Representative
Show which first emails were delivered and need a personal follow-up.
Show all Agents for the Sales Representative role
Sales Manager
Show which reps have delivered leads awaiting personal follow-up.
Show all Agents for the Sales Manager role
Business Development Manager
Keep new prospect statuses current after introductory email batches.
Show all Agents for the Business Development Manager role
Sales Coordinator
Keep the team's lead list current with delivery and bounce results.
Show all Agents for the Sales Coordinator role

Made for your department

Update Lead Status is made for people in these departments.

Sales
Keep first-email follow-ups visible in the team's lead list.
Show all Agents for the Sales department
Sales Operations
Keep lead statuses aligned with first-email delivery results.
Show all Agents for the Sales Operations department
Business Development
Show which new prospects received outreach and need a personal reply.
Show all Agents for the Business Development department

How Update Lead Status works

4 steps, in order, on every run.

Find Leads Awaiting First EmailFind leads owned by your chosen reps that still await a first email. Leave leads with later sales progress untouched.
Match First Emails to LeadsMatch each lead to a CRM-sent email with your chosen first-email subject. Leave missing or ambiguous matches for the rep to review.
Update Lead Status From ResultsSet lead status to personal follow-up after delivery, opening, or a click. Mark bounced leads for attention and leave pending sends unchanged.
Read the Shared Follow-up ListRead the shared CRM list after status updates. Show reps who needs personal follow-up or an address check. Keep waiting leads visible for the next check.

How to Get Started

Connect your tools

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

10 tools

Set your rules

Choose the weekday check time after the team's usual first-email batches.
Identify the sales reps and the subject line used for first-email batches sent from the CRM.
Set the lead statuses for awaiting first email, delivered and awaiting personal follow-up, and bounced and needing attention.
Create a shared lead list filtered to the awaiting-first-email and two follow-up statuses, showing lead name, email address, owner, and status.

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 Lead Status:

What do I need to set up before the first check?

Choose a weekday time after your batches, the reps, and the first-email subject. Set the lead statuses and share a filtered list in your CRM.

What if an email has only been sent, not delivered?

Your lead stays awaiting confirmation until its email shows delivery, opening, a click, or a bounce. The Agent checks again on the next weekday run.

Will this overwrite a lead my team already advanced?

No. The Agent checks lead status again before changing it and leaves newer sales progress alone.

Can it check emails sent outside my CRM?

Your first-email batches need to be sent from the CRM so lead history shows individual delivery results. Emails sent elsewhere may lack enough detail.

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.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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