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Update First-Email Status

Record first-email delivery and flag leads needing follow-up

Use this Agent instantly or customize it - no programming needed

Reconcile first-email delivery with lead status

Reads

Daily review date
Daily review date
Your daily check covers campaign sends from two calendar days earlier.
Campaign and follow-up settings
Campaign and follow-up settings
You choose the campaigns, reporting time zone, lead fields, and statuses that rule out follow-up.
Campaign delivery activity
Campaign delivery activity
Your campaign activity shows each send, delivery, and bounce for the selected day.
Campaign contact emails
Campaign contact emails
Each campaign person's email address helps find the corresponding lead.
Lead outreach details
Lead outreach details
Your lead details show the owner, first-email date, follow-up flag, and outreach status.

Campaign email platform

Campaign email platform

Your campaign email platform shows when selected campaign emails were sent, delivered, or bounced.

Lead management system

Lead management system

Your lead management system holds lead outreach history and tracks first-email delivery and personal follow-up.

Classify each send as delivered, bounced, or pending

Match campaign email addresses to leads

Update confirmed delivery and personal follow-up

Writes

First-email and follow-up status
First-email and follow-up status
Your uniquely matched leads get a delivery date while existing outreach history stays intact.

Report delivery and matching gaps to sales

Writes

Sales delivery gap report
Sales delivery gap report
Your sales team gets updated counts and identifiers for bounces, pending sends, unmatched sends, and failed updates.

Team chat app

Team chat app

Your team chat app receives the sales team's list of sends that need review.

This Agent starts at your daily review time, two days after selected campaign sends. It checks delivery, updates matching lead records, and reports gaps in team chat.

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Slack

Used as:

Team chat app
Slack receives the sales team's list of sends that need review.

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Mailchimp

Used as:

Campaign email platform
Mailchimp shows when selected campaign emails were sent, delivered, or bounced.

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Microsoft Outlook

Used as:

Campaign email platform
Microsoft Outlook shows when selected campaign emails were sent, delivered, or bounced.
Lead management system
Microsoft Outlook holds lead outreach history and tracks first-email delivery and personal follow-up.

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LeadConnector

Used as:

Lead management system
LeadConnector holds lead outreach history and tracks first-email delivery and personal follow-up.

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Salesforce

Used as:

Lead management system
Salesforce holds lead outreach history and tracks first-email delivery and personal follow-up.

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ClickUp

Used as:

Team chat app
ClickUp receives the sales team's list of sends that need review.

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Pipedrive

Used as:

Lead management system
Pipedrive holds lead outreach history and tracks first-email delivery and personal follow-up.

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Zoom

Used as:

Campaign email platform
Zoom shows when selected campaign emails were sent, delivered, or bounced.
Lead management system
Zoom holds lead outreach history and tracks first-email delivery and personal follow-up.
Team chat app
Zoom receives the sales team's list of sends that need review.

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Brevo

Used as:

Campaign email platform
Brevo shows when selected campaign emails were sent, delivered, or bounced.

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Telegram

Used as:

Team chat app
Telegram receives the sales team's list of sends that need review.

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Zoho CRM

Used as:

Lead management system
Zoho CRM holds lead outreach history and tracks first-email delivery and personal follow-up.

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Follow Up Boss

Used as:

Lead management system
Follow Up Boss holds lead outreach history and tracks first-email delivery and personal follow-up.

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Microsoft Teams

Used as:

Team chat app
Microsoft Teams receives the sales team's list of sends that need review.

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Constant Contact

Used as:

Campaign email platform
Constant Contact shows when selected campaign emails were sent, delivered, or bounced.

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Close

Used as:

Lead management system
Close holds lead outreach history and tracks first-email delivery and personal follow-up.

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Google Chat

Used as:

Team chat app
Google Chat receives the sales team's list of sends that need review.

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RingCentral

Used as:

Team chat app
RingCentral receives the sales team's list of sends that need review.

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Attio

Used as:

Lead management system
Attio holds lead outreach history and tracks first-email delivery and personal follow-up.

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Chatwork

Used as:

Team chat app
Chatwork receives the sales team's list of sends that need review.

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SendGrid

Used as:

Campaign email platform
SendGrid shows when selected campaign emails were sent, delivered, or bounced.

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Whop

Used as:

Team chat app
Whop receives the sales team's list of sends that need review.

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Zoho Mail

Used as:

Lead management system
Zoho Mail holds lead outreach history and tracks first-email delivery and personal follow-up.

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Instantly

Used as:

Campaign email platform
Instantly shows when selected campaign emails were sent, delivered, or bounced.

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Kommo

Used as:

Lead management system
Kommo holds lead outreach history and tracks first-email delivery and personal follow-up.

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Microsoft Dynamics 365 CRM

Used as:

Lead management system
Microsoft Dynamics 365 CRM holds lead outreach history and tracks first-email delivery and personal follow-up.

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Connecteam

Used as:

Team chat app
Connecteam receives the sales team's list of sends that need review.

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Bitrix24 CRM

Used as:

Lead management system
Bitrix24 CRM holds lead outreach history and tracks first-email delivery and personal follow-up.

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Mailjet

Used as:

Campaign email platform
Mailjet shows when selected campaign emails were sent, delivered, or bounced.

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Copper

Used as:

Lead management system
Copper holds lead outreach history and tracks first-email delivery and personal follow-up.

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lemlist

Used as:

Campaign email platform
lemlist shows when selected campaign emails were sent, delivered, or bounced.

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Drip

Used as:

Campaign email platform
Drip shows when selected campaign emails were sent, delivered, or bounced.

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Marketo

Used as:

Campaign email platform
Marketo shows when selected campaign emails were sent, delivered, or bounced.

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Sender

Used as:

Campaign email platform
Sender shows when selected campaign emails were sent, delivered, or bounced.

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Twitch

Used as:

Team chat app
Twitch receives the sales team's list of sends that need review.

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Made for your industry

Update First-Email Status is made for businesses in these industries.

Software
Mark delivered first emails for software prospects.
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IT Services
Track first-email delivery for prospective service clients.
Show all Agents for the IT Services industry
Wholesale Distribution
Flag bounced outreach to prospective buyers for review.
Show all Agents for the Wholesale Distribution industry
Financial Services
Update first-email status for prospective clients.
Show all Agents for the Financial Services industry
Real Estate
Keep buyer and seller leads' first-email dates current.
Show all Agents for the Real Estate industry
Insurance
Flag insurance leads whose first emails bounced.
Show all Agents for the Insurance industry

Made for your role

Update First-Email Status is made for people in these roles.

Sales Development Representative
Identify leads due for personal follow-up after delivery.
Show all Agents for the Sales Development Representative role
Sales Operations Specialist
Update lead delivery dates and flag follow-up needs.
Show all Agents for the Sales Operations Specialist role
Marketing Operations Coordinator
Reconcile campaign delivery with sales lead records.
Show all Agents for the Marketing Operations Coordinator role
Sales Coordinator
Keep first-email status current for sales follow-up.
Show all Agents for the Sales Coordinator role
Email Marketing Specialist
Flag bounced and pending campaign sends for review.
Show all Agents for the Email Marketing Specialist role
Sales Operations Manager
Spot delivery gaps and failed lead updates for review.
Show all Agents for the Sales Operations Manager role
Demand Generation Manager
Show which campaign leads received their first email.
Show all Agents for the Demand Generation Manager role

Made for your department

Update First-Email Status is made for people in these departments.

Marketing
Carry confirmed campaign delivery into sales lead records.
Show all Agents for the Marketing department
Sales
Show which leads need personal follow-up or send review.
Show all Agents for the Sales department
Sales Operations
Update first-email dates while preserving prior outreach.
Show all Agents for the Sales Operations department
Revenue Operations
Keep campaign delivery and lead follow-up status aligned.
Show all Agents for the Revenue Operations department

How Update First-Email Status works

5 steps, in order, on every run.

Review campaign sendsRead sends from your selected first-email campaigns two calendar days earlier. Check delivery and bounce results for every send.
Separate delivered and pending sendsCount only confirmed deliveries as delivered. Keep soft bounces and sends without a final result pending.
Match sends to lead recordsFind leads by campaign email address. Set aside missing or duplicate matches for your sales team to review.
Update first-email and follow-up statusKeep existing first-email dates or add the delivery date. Flag follow-up only for open leads without recorded personal contact.
Report gaps in team chatPost update counts and delivery gaps in team chat. Name the sends and leads your team needs to review.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Mailchimp or Microsoft Outlook.

34 tools

Set your rules

Choose the first-email campaign IDs, the reporting time zone, and a daily 9 a.m. check that covers campaign sends from two calendar days earlier.
Map campaign person email addresses to lead email addresses; identify the lead fields for first-email delivery date and personal follow-up needed, and the statuses that mean a salesperson has already followed up or the lead is closed.
Choose the sales-team chat destination and who should review bounced, pending, and unmatched sends.

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 First-Email Status:

Does a sent email change the lead's first-email status?

No. Your lead gets a delivery date only after a delivered result. Soft bounces and sends without a final result stay pending for review.

What happens when an email matches more than one lead?

The Agent leaves those leads unchanged and lists the campaign and person for your team to review. It does the same when no lead matches.

Will this reopen follow-up on a lead we've already contacted?

No. Your existing first-email date stays intact, and contacted or closed leads keep their follow-up status. You choose which lead statuses mean contacted or closed.

What do I choose before the daily review runs?

You choose the first-email campaigns, reporting time zone, lead fields, and sales-team chat destination. Set the daily 9 a.m. review for sends from two calendar days earlier.

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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