1:1 Email: Lead Outreach Pt. 2

So your contact has been moved down the pipeline, but besides a new stage they’re in, what happens next? Now you start to nurture the lead and have 1:1 interactions with them.

This automation is triggered when a deal’s stage changes via our recipe 1:1 Email: Lead Outreach Pt. 1, which needs to be imported first. The deal then has a 1:1 email sent to them and a task is created for the deal owner.

Here’s how 1:1 Email: Lead Outreach Pt. 2 works:

1. The automation is triggered when the deal’s stage changes to a specified stage in your sales pipeline.
2. The contact then arrives at a send 1:1 email action and has an email sent from the deal owner’s connected email address.
3. The contact then comes to an add task action and a task is created for the deal owner to reach out via a new channel. In our example, we use sending a LinkedIn Message.
4. The contact exits the automations.