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How to automate personalized sales outreach at scale with Zapier Agents

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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

How to automate personalized sales outreach at scale with Zapier Agents
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...