TemplatesBeginner★ 4.9 (45 reviews)

Zapier Email Automation Template

Name: Zapier Email Automation Template
Rating: 4.9 (45 reviews)
Author: Sarah Chen

Pre-built Zapier workflow for automating email responses, lead capture, and CRM updates.

By Sarah Chen•567 downloads•Added 1/10/2025

Overview

This Zapier template automates your entire email workflow, from capturing leads to updating your CRM and sending personalized follow-ups. It connects Gmail, Google Sheets, and your favorite CRM tool.

Save 10+ hours per week on manual email management and never miss a lead again.

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Prerequisites

Zapier account (free or paid)
Gmail account
Google Sheets access
CRM account (HubSpot, Salesforce, or Pipedrive)

Installation

Click the "Import Template" link above
Sign in to your Zapier account
Connect your Gmail account when prompted
Connect your Google Sheets account
Connect your CRM account
Customize the email templates in the Zap settings
Test the workflow with a sample email
Turn on the Zap

Usage Examples

Workflow Overview

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Trigger: New email received in Gmail (with specific label)
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Filter: Check if email contains keywords like "quote", "pricing", "demo"
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Action 1: Add contact to Google Sheets
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Action 2: Create/update contact in CRM
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Action 3: Send personalized auto-reply
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Action 4: Notify team via Slack