Auto-Send Smartlead Follow-Ups Until a Lead Replies, Synced to Salesforce
This drips a polite Smartlead follow-up sequence to cold leads, stops the moment anyone replies, and keeps Salesforce updated with each touch — so no lead is dropped and no one gets messaged after they answer.
- 1
Step 1 — Load leads due for a touch
Add a
Schedule Triggerthen aSalesforcenode returning leads whose next follow-up date has arrived and who haven't replied. - 2
Step 2 — Check for a reply first
Add a
Smartleadnode to check for an inbound reply. Add anIfnode — if they replied, mark them "replied" in Salesforce and stop. - 3
Step 3 — Send the next step
Add a
Smartleadnode to send the appropriate follow-up (step 1, 2 or 3) based on how many they've had. - 4
Step 4 — Advance the sequence in Salesforce
Update the Salesforce record with the new step number and the next send date, so tomorrow's run knows where each lead is.
Frequently asked questions
How do I stay out of spam?
Warm up the domain, keep volume modest, personalise the first line, and always include an easy opt-out. Deliverability is 80% of cold email — the automation only sends what you write.
Is cold email legal?
Rules vary (CAN-SPAM, GDPR, CASL). B2B is generally more permissive, but you must identify yourself, honour opt-outs, and — under GDPR — have a lawful basis. Know your jurisdiction before sending.