Send Better Emails from Salesforce: 3 Campaigns Every Sales Team Should Be Automating
Salesforce is powerful for managing customer data and tracking your pipeline—but when it comes to sending high-performing sales emails, most teams still rely on outside tools or frustrating manual workarounds.
That’s a missed opportunity.
With the right approach, your sales team can run fully automated, high-conversion email campaigns directly inside Salesforce. No more exporting leads. No more platform hopping. No more sync nightmares.
Here are three email campaigns every sales team should automate—and how to build them natively using Sendify, our Salesforce-native mass email solution.
1. Onboarding Nurture Series for New Leads
Problem: You capture new leads through forms or outreach, but they go cold because follow-up is inconsistent or delayed.
Fix: An automated nurture flow that builds trust and moves leads toward a sales conversation.
Example Flow:
- Email 1: “Thanks for reaching out—here’s what to expect next”
- Email 2 (Day 2): “How companies like [Industry] use our product”
- Email 3 (Day 4): “Quick 2-min video: What makes us different”
- Email 4 (Day 6): “Still curious? Grab a 15-min slot here”
Built in Sendify:
- Triggered by Lead Created or Nurture_Series_Started = TRUE
- Schedule delays between each step
- Personalize emails with merge fields (e.g., First Name, Industry)
- Monitor engagement with built-in analytics (opens, clicks, drop-off)
2. Follow-Up Reminder Drip After Sales Calls
Problem: Reps have great sales calls—but follow-up is inconsistent, delayed, or overly generic.
Fix: A structured post-call drip sequence that reinforces the conversation and keeps prospects engaged.
Example Flow:
- Email 1 (Same Day): “Great talking to you—here’s what we discussed”
- Email 2 (Day 2): “You mentioned [Pain Point]—here’s how we solve that”
- Email 3 (Day 4): “Here’s a case study from a similar customer”
- Email 4 (Day 7): “Any updates on your end? I’m here to help”
Built in Sendify:
- Triggered via custom field like Last_Call_Completed = TRUE
- Dynamic templates with rep name, notes from call, next steps
- Auto-create tasks for reps if there’s no reply after final email
- Track clicks on case studies to gauge buying intent
3. Re-Engagement Campaigns for Stale Leads
Problem: You’ve got a mountain of dormant leads—contacts that haven’t been touched in months. They’re not hot, but not necessarily lost.
Fix: A simple re-engagement sequence to see who’s still interested—and who’s not.
Example Flow:
- Email 1: “Still exploring solutions for [Use Case]?”
- Email 2 (if no reply): “Here’s what’s new since we last connected”
- Email 3: “Should I close your file, or are you still open to chat?”
Built in Sendify:
- Filter leads with LastActivityDate > 90 days and Status = Open
- Add them to a drip campaign in Sendify
- Auto-tag responders with a “Hot Again” field
- Trigger manual follow-up tasks for reps if there’s activity
Why Do This in Salesforce?
- Your data already lives in Salesforce
- Your reps already work in Salesforce
- Syncing to third-party tools creates delay, risk, and complexity
With Sendify, you can:
- Build automated campaigns natively in Salesforce
- Track performance inside your CRM
- Avoid exports, data silos, or compliance gaps
All without leaving the platform.
Ready to Automate Your Sales Campaigns?
If your team is still relying on manual follow-ups or juggling tools like Mailchimp and Gmail—you’re missing out on deals.
Sendify lets you automate every campaign your sales team needs—right from where they already work.