GuideBeginner
How to automate personalized sales outreach at scale with Zapier Agents
The Rundown: Create a Zapier agent that automatically researches companies from your spreadsheet and drafts personalized sales emails, saving hours of manual outreach work.
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Updated
Aug 19, 2025


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The Rundown: Create a Zapier agent that automatically researches companies from your spreadsheet and drafts personalized sales emails, saving hours of manual outreach work.
🧰 Who is this useful for:
- Sales professionals managing large lead lists
- Business development teams scaling their outreach efforts
- Entrepreneurs looking to automate their sales pipeline
- Marketing teams personalizing email campaigns
STEP 1: Create Your Sales Agent
Navigate to Zapier and select "New Agent" from the dashboard. Choose "Create a custom agent" to build from scratch rather than using a template. This gives you full control over the agent's behavior and instructions.
Name your agent something...
