Template https://www.make.com/en/templates/11295-send-an-e-mail-following-an-event-in-folk https://zapier.com/webintent/create-zap?template=1605168
Automate email sending using Zapier
Sending personalized emails at scale is one of the most powerful ways to engage leads — but doing it manually can be time-consuming. Luckily, with folk connected to Zapier (or Make), you can automate these emails so that a message is sent automatically when a contact reaches a certain status in your pipeline.
In this article, we’ll show you step-by-step how to set up an automation that sends an email when a contact’s status changes — for example, when they move from “New Lead” to “Contacted.”
Step 1. Connect Folk to Zapier
First, log in to Zapier and connect your folk account.
Choose the Folk app as your trigger.
Select the “Person Custom Field Updated” event.
Pick the group that contains your leads or clients (for example: “Prospects” or “Clients”).
This means Zapier will monitor that group and react when a specific custom field changes — like your Status field.
Step 2. Define the Trigger Condition
Within your folk group, you probably already have a custom field that defines your contact’s status (e.g., New, Contacted, In discussion, etc.).
For this example, we’ll use a custom field called Automation, which tracks when a contact enters a specific condition — for instance, when “Automation = Send Email.”
Zapier will detect when this field is updated and start your automation.
Step 3. Retrieve Contact Details
Next, add a “Get Person” action in Zapier to retrieve all the contact’s details from folk.
Choose “Get a Person” from the Folk app.
Map the Person ID from your trigger step to this action.
This ensures you have access to the contact’s name, email address, owner, and any other relevant data you want to use in your email.
Step 4. Route the Email to the Right Sender (Optional)
If you have multiple people on your team (for example, different Customer Success Managers or Account Executives), you might want each contact to receive an email from their assigned owner.
To do this:
Add a Path in Zapier (you’ll find it under “Advanced” options).
Create one branch per sender (e.g., If Owner contains “Geneva”, send from Geneva’s Gmail; If Owner contains “Julie”, send from Julie’s Gmail*).
This way, each lead gets an email from the right person — not from a generic shared inbox.
Step 5. Send the Email via Gmail
Within each path:
Add a Gmail “Send Email” action.
Connect the Gmail account of the sender (you can connect multiple Gmail accounts in Zapier).
Map the contact’s email from Folk as the recipient.
Write your email content directly in Zapier.
For example:
Subject:
Hi {{First Name}}, thanks for booking your demo with folk
Body (plain text):
Hi {{First Name}},
Thanks for booking your demo with folk. I’m looking forward to showing you how we can help your team streamline your workflow.
— {{Owner Name}}
If you prefer to include links or formatting, you can switch to HTML mode.
💡 Tip: You can use a free HTML email editor online, or even ask ChatGPT to convert your plain text email into HTML.
Step 6. Test and Activate Your Automation
Once everything is mapped correctly:
Test the workflow with a sample contact.
Move their status to “Contacted” (or the condition you’ve defined).
Check that the right sender’s Gmail sends the email automatically.
If everything works, turn your Zap ON. 🎉
Now, whenever a contact’s status changes to the defined value, they’ll automatically receive the right follow-up email — personalized, timely, and sent from the correct team member.