Help keep your sales team on track by automating reminder tasks and emails.

Follow Ups

80% of sales require five follow up phone calls after the meeting. Yet, the average sales person only makes two attempts to reach a prospect.

With our Autopilot feature, you can set up triggers based on a variety of lead conditions such as date added or status. You could also automatically create five follow up tasks (spaced accordingly) when a new lead is added to make sure you’ve at least tried five times.

You’re nine times more likely to convert a web lead if you follow up within five minutes. With our web forms, a confirmation email can be triggered immediately after your web form is submitted.

No More Stale Leads

If a lead’s status is still “New” after seven days, you could create an email reminder or task to go out to the assigned sales team member for follow up. Or, as a sales manager, create alerts for yourself before sales leads go stale.


If you’re using our Docking feature, which connects to your website and passes back information you choose about logged-in users back to Lead Zeppelin, you can create triggers from just about anything.

Did the user just add their first item to a watch list? Send the user a congratulations email and nurture your sales leads through your sales funnel.

You can also alert your sales team to your lead’s activity, creating tasks for follow up phone calls after leads carry out key actions.

Need Help?

Contact us and we’d be happy to help get your first trigger set up!