Zapier → Email

1 min read

Send automated follow-up emails to leads via Zapier.

Overview

Automatically send a follow-up email to each new lead captured through your calculator. This keeps leads warm while you prepare to reach out personally.

Setup

Create a new Zap

In Zapier, click Create Zap.

Set up the trigger

Choose Made For Law → New Lead Captured.

Add Email action

Choose one of these email options:

Email by Zapier — Simple emails from a Zapier address (free)
Gmail → Send Email — Send from your Gmail account
Outlook → Send Email — Send from Outlook

Compose the email

To: Use the lead_email field
Subject: "Your Probate Fee Estimate from [Your Firm Name]"
Body: Include the estimate details and a call to action

Example body:

Dear {{lead_name}},

Thank you for using our probate fee estimator. Based on your inputs, the estimated total fees for probating an estate valued at ${{estate_value}} in {{state}} are approximately ${{total_fees}}.

This is an estimate only. Every estate is unique, and we'd be happy to review your specific situation.

Schedule a free consultation: [your booking link]

Best regards,
[Your Firm Name]

Activate

Test and publish.

⚠️

Be mindful of email regulations (CAN-SPAM, etc.). Include your firm's contact information and an unsubscribe option in automated emails.

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