We're using a Crm system called Job MGT. After we send a quote to a client which gets emailed via outlook I would like to have an automated follow up email go to the same email address 3 days later?
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Is any part of the existing process part of a zap already? If so, you can just add a 3-day delay at the end, then add another outlook step to send the follow-up.
If the current process is not in Zapier, then it gets a little more complicated. You’ll have to trigger the zap on the quote being sent from the CRM or the email being sent from outlook. Then still wait 3 days and send the follow-up.
How would you go about triggering it from Outlook.
Basically we send the quote from the crm which goes via outlook, then 3 days later I would like another email to be sent to the same email address as the initial email.
You can try use “new message in folder”, and configure it to ‘watch’ your sent folder.
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