Boost Your Cold Email Outreach with Mailshake Automation

Cold email remains one of the most effective tactics for customer outreach and lead generation. However, crafting personalized emails at scale while avoiding duplicate messages or errors takes an enormous amount of manual work. That‘s where automating your Mailshake campaigns with Zapier comes in handy.

In this post, we’ll explore how to leverage Zapier to set up automated workflows that can save you hours of repetitive tasks. You’ll also learn how to seamlessly transfer data between Mailshake and other apps to track campaign metrics and manage relationships.

Let’s dive in!

Why Automate Your Mailshake Workflows?

Manually managing cold outreach across multiple platforms is time-consuming and prone to human errors. Automation provides several key benefits:

Saves Time
Zaps eliminate repetitive manual work so you can focus on high-value tasks. Transferring lead data from Mailshake takes just a few clicks rather than hours of copying info.

Prevents Errors
Bots don’t make typos or send duplicate emails. Automation ensures accuracy when managing large volumes of outreach.

Scales Your Campaigns
Workflows handle rote tasks so volume doesn’t slow you down. Want to 10x your outreach? Automation easily handles the extra load.

Provides Visibility
Automatically transfer campaign data to spreadsheets for easy analysis. Identify the most effective messages and tactics at a glance.

Delivers Insights
Combining data from Mailshake, CRM, calendar, and other tools spotlights key insights hidden in silos. Make smarter decisions.

Clearly, automation supercharges productivity. Next, let’s explore some common use cases.

Key Mailshake Metrics and Reports

To analyze the performance of your cold email campaigns, Mailshake provides several key data points and built-in reporting. Here are some of the most important metrics to track:

Send Volume: The number of emails sent measures campaign scale and outreach effort.

Deliverability Rate: Percentage of emails sent that pass spam filters and reach inboxes rather than bouncing or being marked as spam.

Open Rates: Critical for gauging email relevancy and list quality. Higher open rates signal better targeting.

Click Rates: Measures message effectiveness at prompting action. More clicks equal greater engagement.

Reply Rates: Indicates how compelling your messaging and offers are.Aim to optimize based on replies.

Unsubscribe Rate: Track opt-outs to identify poorly performing segments and minimize list fatigue.

Lead Conversion Rate: Critical bottom line metric showing email to customer rates.

Here is a sample dashboard tracking core campaign metrics over time:

And a segmented view by campaign:

Analyze this data to determineoptimal messaging, sender profiles, list sources, and sequences on a continual basis.

Next let‘s discuss common application integrations.

Popular Mailshake Integrations

Mailshake connects to hundreds of popular sales and marketing apps via Zapier. This powers automation across core business systems.

The most common integrations include:

Application	Usage	Adoption Rate
Gmail	Track email opens & replies	63%
Google Sheets	Campaign data and reporting	48%
Hubspot	Sync CRM contacts and deals	37%
Salesforce	Manage relationships	33%
ActiveCampaign	Email marketing automation	28%
Slack	Activity notifications	25%

According to Zapier’s 2022 report, Mailshake is utilized within more than 13% of all Zaps created on the platform demonstrating robust demand for its automation capabilities.

Next, let‘s explore some helpful templates.

4 Helpful Mailshake + Zapier Templates

Zapier includes pre-made templates called “Zaps” that connect Mailshake to other popular apps. Built by experts, they automate workflows in just a few clicks.

Here are four helpful options with Mailshake to consider:

1. Track Mailshake Campaign Opens in Google Sheets

[Insert Zap screenshot]

This Zap template logs campaign open data from Mailshake into a Google Sheet for easy analysis. Track open rates over time, segment by campaign, and spot trend differences across customer profiles.

With the lead information neatly organized data in one place, you can better understand the performance of messages and offers. Identify your best lists to expand outreach while pausing poorer performers.

2. Create HubSpot Deals for Mailshake Leads

[Insert Zap screenshot]

Automatically create new HubSpot deals from Mailshake leads. This ensures every sales qualified lead is tracked for follow-up in your CRM without any manual data entry.

Deal details like name, company, and email are pulled straight from Mailshake campaigns. The Zap even relates deals to the appropriate HubSpot contact record.

3. Manage Mailshake Contacts in Salesforce

[Insert Zap screenshot]

Syncing your Salesforce contacts with Mailshake prevents sending duplicate messages to existing leads while keeping CRM records up-to-date.

When a campaign identifies a new lead, the Zap creates a contact in Salesforce automatically. For existing contacts, it can update fields like company or title that change over time.

4. Send Slack Notifications for Qualified Leads

[Insert Zap screenshot]

Get real-time Slack notifications when a high value lead engages with your Mailshake sequence. Tailor alerts based on key qualification criteria so your sales team can prioritize the best conversations.

Celebrate campaign successes and incentivize your team to act quickly on hot leads.

These are just a sampling of the hundreds of pre-built Zaps available. Let’s walk through setting one up.

Beginner Tutorial: Setting Up a Mailshake Zapier Workflow

The best way to understand Zaps is to create one. Let’s try building a template to track Mailshake sends in a Airtable database.

Even if you‘ve never used Zaler or Mailshake before, follow along with these step-by-step instructions to automate your first workflow.

Step 1: Create Airtable Base

First, we’ll design a simple Airtable base (like an Excel spreadsheet online) to hold our campaign data with these fields:

• Date
• Lead Name
• Lead Email
• Lead Company
• Campaign Name

Click the “add field” link on the bottom left to create each column. Leave room to add more fields later as needed.

Step 2: Install the Mailshake Zapier App

Head to Zapier and click “Make a Zap”. Search for “Mailshake” and select the Mailshake app.

Click “Connect this account” and login to authorize access to your Mailshake data.

Step 3: Set Up a Campaign Send Trigger

We need our Zap to trigger whenever a Mailshake campaign record is created or updated.

Under Choose Trigger, click on “New Sent Email” to initialize the workflow each time you send a cold email.

Step 4: Create Airtable Record Action

Now we can define our action to store this sent email data in Airtable automatically.

Search actions for "Airtable" and select "Create Record". Connect your Airtable account if you haven‘t already then choose the correct base.

Under “Configure Action”, map the lead fields outputted by Mailshake to the corresponding columns in the Airtable:

• Sent At → Date
• Recipient Name → Lead Name
• Recipient Email → Lead Email
• Company Name → Lead Company
• Campaign Name → Campaign Name

Click “Test & Review” to validate the configured Zap works.

Step 5: Test and Activate Your Zap

If testing is successful, turn your Zap on! Now your Mailshake campaigns will automatically add leads into Airtable for tracking and reporting.

Monitor campaign metrics and continue setting up more workflows to eliminate repetitive tasks in your cold outreach processes.

And that’s it! With just a few clicks, we created an automated workflow to sync data from Mailshake into Airtable, no coding required.

Let‘s look at setting up one more common integration.

Advanced Walkthrough: Syncing Mailshake with HubSpot CRM

If your sales team heavily utilizes HubSpot for managing deals and contacts, connecting Mailshake streams lead data to precisely track cold email performance.

Follow along as we build a zap to automatically create HubSpot deals from qualified Mailshake leads.

Step 1: Create HubSpot Deal Properties

Within HubSpot, click on CRM and gear icon → Deals → Properties

We need to define properties to store key details outputted by Mailshake:

• Mailshake Lead Name
• Mailshake Company
• Mailshake Email
• Mailshake Campaign

Optionally also map any custom properties from Mailshake using HubSpot‘s built-in or custom fields.

Step 2: Set Up HubSpot Deal Trigger

In Zapier, search for the HubSpot CRM app and connect your account.

For the trigger, select “New Deal” → Choose Deal Type

Step 3: Configure New Deal Creation

As the action, select “Create Deal” in HubSpot CRM

Map the following fields from the Mailshake data:

• Amount → Deal Value
• Campaign Name → Mailshake Campaign
• Company Name → Mailshake Company
• Recipient Email → Mailshake Email
• Recipient Name → Mailshake Lead Name


We can also customize this further with additional filters, splits, delays and more.

Step 4: Activate the Configured Zap

Once configured correctly, activate your Zap to automatically convert qualified Mailshake leads into tracked HubSpot deals complete with lead details!

And that‘s it! With these automated workflows in place, your data and processes now seamlessly connect across core business platforms, eliminating tons of manual tedium.

Let‘s recap the key lessons:

Key Benefits of Mailshake + Zapier Automation

• Eliminate repetitive manual workflows to save hours of effort
• Prevent duplicate messages and ensure accuracy as you scale outreach
• Streamline data between Mailshake, CRM, spreadsheets, and 100+ other tools
• Identify the best performing messaging and campaigns with built-in reporting
• Get real-time notifications so your team can connect with hot leads quickly
• Analyze campaign metrics to continually refine targeting and messaging
• Onboard new sales reps quickly by systematizing best practices

The capabilities are nearly endless once your core systems interconnect, especially as new apps and features emerge.

As you explore building Zaps, lean on pre-made templates as a starting point. Customize flows based on your specific needs and processes. Brainstorm creative ways to eliminate daily grunt work by increasing automation across marketing and sales.

The key is seamlessly connecting platforms so you can focus on strategy, optimization, and high-value activities rather than mundane task management. Give automation a try take your productivity to the next level!