1:1 Email: Welcome Email for New Deal

Wouldn’t it be great to check-in personally with every new lead you get? You might immediately get a headache thinking about trying to keep on top of every lead, checking for new ones, and setting up emails to go out for each one.

But you don’t have to!

With our recipe, one to one: Email: Welcome Email for New Deal, you can automatically reach out to new deals as they enter your pipeline from your own personal email, creating a touchpoint that feels natural and not like an email blast.

Before you set this up, connect your email to our one to one email feature using the steps in help article.

Here’s how it works:

1. A deal triggers the automation when they enter the pipeline you specify in the trigger.
2. The deal then waits at a wait step for the specified amount of time.
3. The deal then arrives at the one to one email step, where an email will be sent from the connected email address.
4. The automation ends.

Note: Feel free to add any other actions and conditions to make this recipe your own.