How to automate personalized sales outreach at scale with Zapier Agents

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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...

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