Problem It Solves

Many teams collect leads but struggle to follow up quickly because they have to export data, draft emails, and manually insert details. This process is time-consuming, error-prone, and often leads to lost opportunities. By storing lead information in a centralized Table and automating email drafts, you ensure every lead gets a timely, personalized outreach without juggling spreadsheets or copying and pasting.

Process Overview

1. New lead submissions (via web form or other source) write a row in your “Leads” Table.

2. A single-button Zap generates a pre-filled email draft (using the Table’s name, company, and any custom fields).

3. Click “Send” in your email client—no copying addresses or manually typing details.

4. When you mark a row “Emailed,” Zapier can update a “Status” column or trigger a follow-up reminder.

Key Features & Capabilities

• Centralized Lead Storage
  All incoming leads live in one Zapier Table—no scattered spreadsheets.

• One-Click Email Drafts
  Automatically populate subject line and body text using lead details (e.g., “Hi {{First Name}}, let’s talk about …”).

• Personalization Tokens
  Use any Table column (Name, Company, Source, Notes) to customize each email.

• Status Tracking
  Mark a lead as “Emailed,” “Contacted,” or “Closed” directly in the Table, keeping your pipeline organized.

• Optional Follow-Up Reminders
  If a lead isn’t marked “Contacted” after X days, Zapier can send you a Slack or email nudge to follow up.

Typical Use Cases

• Small Sales Team
  When a new lead fills out a Typeform, the contact details appear in the Table. A sales rep clicks “Send Welcome Email,” and Zapier auto-fills “Hi Jane, thanks for your interest in X,” so they can hit send immediately.

• Recruiter or HR
  Job applicants submit their info via a web form, which goes into the Table. HR clicks a “Review & Email” button to send a personalized scheduling link, speeding up the interview process.

Prerequisites & Client Responsibilities

• Lead Source Access
  Provide a web form or other lead source (e.g., Typeform, Google Form) and ensure it’s connected to Zapier.

• Zapier Tables Setup
  Allow us to create a “Leads” Table with columns for First Name, Last Name, Email, Company, Source, and Status.

• Email Account
  Provide a business email (Gmail, Outlook, etc.) so Zapier can draft messages on your behalf.

• Email Template Details
  Decide on your default subject line and body template (e.g., “Hi {{First Name}}, thank you for inquiring about {{Product}}”).

• Status Definitions
  Define which statuses (e.g., “New,” “Emailed,” “Contacted,” “Closed”) you want in the Table so we can add a “Status” column accordingly.

Pricing

• One-Time Setup: $300
  (Configure the “Leads” Table, build and test the email-draft Zap, and set up status tracking.)

• Monthly Support: $80/month
  (Maintain Zap connections, adjust email templates or Table schema as needed, and troubleshoot any errors.)