Can I send an automated email in Zendesk Sell?

Question

How do I schedule emails to send at regular intervals?

Answer

Send automated emails and keep your Sell account up to date with lead responses through several workflows. Use Sell features or third-party integrations.

Sequences workflow

Admins define a series of emails on a specific cadence with sequences in Reach, Zendesk Sell’s prospecting and engagement tool that helps users find new leads and automate communication. Reach streamlines outreach and delivers personalized emails and follow-ups directly from Sell. Users can enroll records in a sequence to send regularly scheduled emails.

For more information on Reach, see Setting up email and task sequences in Sell and Sending an email and task sequence to leads in Sell.

Automated task action workflow

You can also use the automated task action feature to set up automatic email lists in your account.

To do this:

1. Set up an automated task action to create a task or update a custom field after a specific action
2. Create a smart list with the custom field column or task column
3. Filter these fields for a specific custom field entry or an upcoming task
4. Include a communication filter such as Days since last communication to avoid sending a duplicate email
5. Select all in the list to send a bulk email to people who match this workflow
6. Make sure you save this list so after you create it, your only manual step is to send the bulk email

Third-party integration workflow

Use third-party integrations such as Mailchimp, Zapier, Sell API resources, and apps from the Zendesk Marketplace to connect email campaign tools to Sell.