10 Ways to Automate Mailshake with Zapier to Improve Your Business Operations, Fast


Mailshake is a unique platform that’s designed to help you automate your lead prospecting via email, social media, and even phone. It offers several different tools and features to help improve cold outreach efforts, including a lead catcher, split testing tools, and social outreach engagement tools so that you can connect with every customer, everywhere, and bring in every single possible lead. 

With Mailshake, users can engage their prospects on their time and in their own preferred space. It’s also easy to send personalized emails, even for cold campaigns and set them to scale appropriately. Plus, it’s all managed in a user-friendly dashboard that makes it nearly effortless. 

This tool makes it easy to generate consistent leads for your CRM, contact thousands of people at once with personalized messages, and engage automated follow-ups to ensure maximum lead generation and conversion rates. Then, your team can focus their efforts on taking care of the business at hand while new business basically generates itself. 

And in case that’s not enough, you can integrate Mailshake with the automation power of Zapier to double up on your AI and get more out of your email outreach with less effort on your part. Together, they work with hundreds of other apps and software platforms so that you can spend less time on administrative tasks and more time making sales and building lifelong customer relationships. 

Zapier is a tool that’s all about automation—that's literally its purpose. Using “zaps”, or automated workflows, Zapier can connect all of the tools in your tech stack and make sure that the busywork gets done behind the scenes, thanks to the power of AI and smart technology. You’ll never have to listen to another employee complain about hours of data entry again—your tech can do it all for you. 

In the list below, we’ll look at some of the best ways that you can incorporate Mailshake and Zapier to improve the automation of your lead generation and email outreach. First, though, let’s talk a little more about the benefits of automating your business processes. 

Automation equals growth

There are several perks to consider when you're considering what to automate and why. However, the fact of the matter is that when you do it right, automation will lead to growth. Here’s how:

  • Cost Savings: When you can automate more tasks, you’re going to save a lot of money. You'll be using fewer resources, spending less on labor costs, and streamlining things so you can make more profits with less investment, increasing your ROI significantly. 
  • Reduced Labor: Automation takes the tedious busywork off your employees’ hands. Not only will this make things easier for everyone, but it will easily improve morale as your team feels more valued for their contributions and not like they’re drowning in busywork. 
  • Reduced Waste: When you enlist automation, you’ll find a lot of ways to reduce waste, too. This will further assist with the use of fewer resources and reducing your costs. Plus, you’ll reduce your carbon footprint and feel better about your business overall. 
  • Fewer Errors: Automation removes the risk of human error. Sure, computers glitch sometimes, but the fact is that AI is much more reliable when it comes to repetition and quality than a human counterpart because they can be programmed to do the same thing over and over (and over) again. 
  • Standardization and Compliance: Automation also makes it easy for your business to standardize processes and maintain compliance with various guidelines and regulations. You can improve your reputation both with customers and within your industry by having standardized processes and staying in compliance. Plus, it makes sure that you’re operating within the law and industry regulations. 
  • Increased Efficiency: When you automate, you’ll improve the speed at which things get done and ensure that you get more done in less time. Plus, you’ll have more time for your people to handle other tasks simultaneously, taking efficiency to new heights in no time at all. And it’s all done with a few apps and a few simple upgrades. 

These are just a few of the perks to keep in mind when you’re coming up with your own automation strategy. You need it, and these are just a few of the things you stand to gain. Free up your time and fuel your business growth with automation. 

(Find out how else you can grow your business and what you stand to gain when you partner with Smith.ai, where our virtual receptionists will ensure that every call, chat, and message gets the dedicated attention it deserves, even when you’re not around.)

And now, let’s see how Mailshake and Zapier shake down to streamline your day-to-day outreach tasks. 

1. Track opens from Mailshake campaigns in Google Sheets    

With campaigns in Mailshake, you need to keep track of when links are clicked, and messages are opened. Now, instead of having to go in and find analytics or create your own reports, you’ll easily be able to track opens right in your Google Sheets. This works easily with a ready-to-go automation so that every time a Mailshake campaign email is opened, it’s added to your specified Google Sheets spreadsheet. Then, tracking is always available, and the details are done for you. 

2. Post messages on Slack when links are clicked in your Mailshake campaigns     

Notifications are a great way to embrace automation. With this particular workflow, you can easily generate messages in Slack or update Slack channels when your leads click links from your Mailshake campaigns. That way, you don’t have to follow up elsewhere, play telephone trying to let the right people know what’s going on, or anything else. It's just posted on Slack and your team can get to work tracking down the leads and creating more conversions. 

3. Add recipients from Google Form responses to Mailshake campaigns

Google Forms makes it easy to generate leads and get people’s information, no matter what types of marketing tools you use. The app is simple and comes with plenty of templates so that you can create all kinds of forms for lead intake, cold and warm outreach, and more. When you automate it with this workflow, you’ll be able to take contact information from your Google Forms and add it to your Mailshake campaigns so that you don’t have to transfer the data by hand. 

4. Send Mailshake leads to Pipedrive    

Mailshake and Zapier make it easy for you to track all of your leads, and you can now automate sending them right to Pipedrive so that your team can follow up on their time. No matter how many platforms you use or what type of lead generation you’re embarking upon, Zapier makes it all come together and saves you the trouble of handling all the details by hand. Never worry about whether your leads get taken care of again because Zapier will automate the transfer so that leads get to the right people for the right follow-through. 

5. Turn Mailshake feedback into Trello Cards    

Trello is a great project management and collaboration tool. While it’s easy enough to create your own Trello cards and stacks, it’s even easier to automate the process with Zapier. Setup this workflow and whenever you get feedback in Mailshake, it will be zapped into a Trello card so that your team can follow up or you can assign the feedback to someone specific. This can save a ton of time when compared to tracking down feedback and doing all the work yourself. It can also ensure that your team is on the same page, whether they’re working in the office or all over the world. 

6. Unsubscribe recipients in Mailshake when they unsubscribe in Mailchimp    

There’s nothing worse for a customer or lead than when they click “unsubscribe” and they’re still getting messages. Use this automated workflow to give people what they want: total freedom. Simply set it into place and whenever someone unsubscribes in Mailchimp, Zapier will tell Mailshake to unsubscribe them, too, so that they’re not getting any more messages that they don‘t want. It might sound like a bad choice because you want to keep people, but you don’t want to keep people who don’t really want to stay.  

7. Add leads that come into Mailshake as leads in Salesforce    

Salesforce is one of the leading sales and marketing automation platforms available today. It's got versions for several different industries and can be scaled to suit just about any need. With automation, you can take it even further. This particular workflow allows you to add any leads that come in through Mailshake to your Salesforce platform as leads. Instead of having to transfer the information or even go through the process of manually syncing it, you can let automation do the work while you carry on with other tasks to streamline the lead generation process. 

8. Subscribe Paperform respondents to Mailshake campaigns     

Paperform is another great tool that you can use for forms and feedback, as well as lead generation. The respondents of this app will have the choice to become part of your marketing campaign and when they agree, you can use the automation to subscribe them to your Mailshake campaign without actually doing the work yourself. You can even customize the workflow to share specific responses or set up triggers that meet certain criteria, and more. Either way, you’ll get the subscriptions that you need without having to do the work yourself. 

9. Add new leads from Leadberry to Mailshake   

Leadberry makes collecting leads easy. As opposed to a platform that includes a lead gen feature, the entire tool is dedicated to cultivating and converting leads better and more efficiently than ever before. With this particular automation, you can easily set a trigger so that whenever a new lead comes in through Leadberry, the email address is added to Mailshake so that you can include them in your marketing campaigns. This streamlines lead generation and conversion in several ways and saves every business a lot of time. 

10. Add new Omnify bookings as Mailshake recipients    

Omnify is a great tool for generating new client bookings, including facility scheduling, class registration, membership management tools, and more. It’s an all-in-one reservation software solution that gets the bookings completed, but what can you do from there? Instead of manually transferring information or trying to figure out how to get people to sign up for a second time, use integrated workflows like this one and get their attention with ease. Simply set it up so that anytime a lead books through Omnify, they are added to your Mailshake recipients list or contacts. That will ensure that they’re getting the marketing messages you are sending and that you can reach them from anywhere, at any time. 

Take improvements further when you partner with Smith.ai

Our team loves automation, and we love being a part of what makes your business operate more smoothly. When you hire our virtual receptionists, we will act as the face of your brand for all needs, from live chat to answering after-hours phone calls, and so much more. Plus, we can even help you craft the ideal strategy to handle all these needs, no matter what your business has in mind. 

Zapier is at the top of our list because it allows everyone to create smart, automated workflows between their most-used business software programs. And it’s also thanks to Zapier that we at Smith.ai can integrate with over 3,000 different apps and log each call, chat, and text in the right place, right away, from your CRM to marketing automation tools, and much more. 

Check out our apps to explore how we connect to Zapier! Learn more about Smith.ai’s Answering Service app on Zapier, and explore Smith.ai’s Website Chat app on Zapier.

Learn more by scheduling a conversation with our team to learn about our 24/7 chat and phone answering services, which range from after-hours answering to new client intake, live website chat, scheduling, and so much more. You can also reach us at hello@smith.ai or (650) 727-6484.

Business Education
Apps and Software
Written by Samir Sampat

Samir Sampat is a Marketing Manager with Smith.ai. He has experience working with businesses of all sizes focusing on marketing, communications, and business development.

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