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Send Sales Follow-Up Emails

Reply to due prospects from the rep's mailbox and update the pipeline

Use this Agent instantly or customize it - no programming needed

Handle each due prospect follow-up
Reads
  • Weekday check date
    Weekday check date

    Your scheduled check supplies today's date in your chosen time zone.

  • Due prospect follow-ups
    Due prospect follow-ups

    Your open activities identify due prospects and link each one to a deal and email thread.

  • Prospect email exchanges
    Prospect email exchanges

    Your rep's mailbox shows the latest messages in each identified prospect thread.

  • Approved email guidance
    Approved email guidance

    Your approved guidance sets the offer facts, next step, tone, and sending limits.

Sales pipeline
Sales pipeline

Your sales pipeline holds dated prospect follow-ups and records how each one ended.
Sales pipeline
Email app
Email app

Your email app shows the prospect's latest exchange and sends replies in that thread.
Email app
Is the prospect address, deal, thread, or assigned rep missing?YesNo
Note the missing detail and alert the rep when known
Writes
  • Follow-up activity result
    Follow-up activity result

    Your activity shows the exact sent email and message ID, or why it stayed open.

  • Private rep update
    Private rep update

    Your assigned rep gets the send result or blocker with a link to the activity.

Team chat app
Team chat app

Your team chat app delivers the result and activity link privately to the assigned rep.
Team chat app
Is the deal closed, the activity already sent, or the prospect awaiting a reply?YesNo
Note why no email went out and tell the rep
Writes
  • Follow-up activity result
    Follow-up activity result

    Your activity shows the exact sent email and message ID, or why it stayed open.

  • Private rep update
    Private rep update

    Your assigned rep gets the send result or blocker with a link to the activity.

Is the next step unclear or outside approved email guidance?YesNo
Note the question and ask the rep to resolve it
Writes
  • Follow-up activity result
    Follow-up activity result

    Your activity shows the exact sent email and message ID, or why it stayed open.

  • Private rep update
    Private rep update

    Your assigned rep gets the send result or blocker with a link to the activity.

Has the prospect replied since the thread was read?YesNo
Note the new reply, leave the activity open, and alert the rep
Writes
  • Follow-up activity result
    Follow-up activity result

    Your activity shows the exact sent email and message ID, or why it stayed open.

  • Private rep update
    Private rep update

    Your assigned rep gets the send result or blocker with a link to the activity.

Send a next-step reply, record the result, and tell the rep
Writes
  • Prospect follow-up email
    Prospect follow-up email

    Your prospect gets a next-step reply in the same thread when the conversation still calls for one.

  • Follow-up activity result
    Follow-up activity result

    Your activity shows the exact sent email and message ID, or why it stayed open.

  • Private rep update
    Private rep update

    Your assigned rep gets the send result or blocker with a link to the activity.

This Agent checks due follow-ups each weekday and reads the linked deal. It reviews the email thread and sends a next-step reply when appropriate. You see the result in your pipeline and private chat.

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Microsoft Teams
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Google Chat
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Made for your industry

Send Sales Follow-Up Emails is made for businesses in these industries.

Made for your role

Send Sales Follow-Up Emails is made for people in these roles.

Made for your department

Send Sales Follow-Up Emails is made for people in these departments.

How Send Sales Follow-Up Emails works

6 steps, in order, on every run.

  1. Find due follow-upsRead open follow-ups due today or earlier. Find the linked deal and email thread for each prospect.
  2. Review the latest exchangeRead the specified email thread. Check whether the prospect replied or the rep already answered.
  3. Choose the next stepDraft a next-step question when outreach remains appropriate. Leave closed or unclear conversations for the rep.
  4. Send the email in its threadRecheck for a new reply before sending. Send the follow-up from the rep's mailbox when the thread remains open.
  5. Record the resultRecord the exact email and send result on the activity. Complete it only after a successful send.
  6. Update the rep privatelyMessage the assigned rep in private chat with the result and activity link. Explain why the activity stayed open when no email went out.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, HubSpot or LeadConnector.

19 tools
Set your rules
  • Choose the follow-up activity type, the weekday check time and time zone, and which assigned reps may have emails sent on their behalf.
  • Require each follow-up activity to link the prospect and deal and carry the exact mailbox thread ID for the last exchange.
  • Provide the approved offer facts, tone, next-step request, and any sending limits for these one-to-one follow-ups.
  • Connect each assigned rep to an existing private team chat for send results and questions.
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 Send Sales Follow-Up Emails:

Can I choose which follow-ups the Agent handles?

Yes. You choose the follow-up activity type, weekday check time, and time zone. You also choose which reps may have emails sent on their behalf.

What do I need to set up before it sends?

Your activities need a linked prospect, deal, and exact email thread. Connect each permitted rep's mailbox and existing private chat, then provide your writing rules.

Will it email a prospect who already replied?

No. A new reply triggers another check before sending. If the prospect needs a personal answer, your rep gets the reason in private chat.

What happens if the email fails to send?

The activity stays open. Your rep gets the failure in private chat, and the activity records it for a retry without a duplicate.

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.