SaaSSalesEmail Outreach

Gmail Sales Sequence + WhatsApp Follow-Up Agent

AI sends personalised Gmail sequences from the rep's connected Google Workspace account. Open and reply tracking monitored via Gmail API. Non-openers after 24 hours receive a WhatsApp follow-up with the key message. Replies classified as positive/negative/objection and CRM updated accordingly.

AI operates via

Email AutomationWhatsApp AutomationCRM Sync

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How It Works

01
Sequence Setup
AI loads prospect list with personalisation variables: company, role, pain point, and relevant case study.
02
Gmail Send
Email sent from rep's Gmail account using Google Workspace API. Open and click tracking embedded.
03
Non-Opener WhatsApp
After 24 hours without open, AI sends a WhatsApp with a condensed version of the email's key value proposition.
04
Reply Classification
Replies to Gmail and WhatsApp classified: interested, request info, wrong contact, unsubscribe, or out-of-office.
05
CRM Update
Interested replies create or update CRM opportunities. Rep notified with conversation context.

See How It Works

The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.

Sequence Setup

Gmail Send

Non-Opener WhatsApp

Reply Classification

CRM Update

Step 01

Sequence Setup

AI loads prospect list with personalisation variables: company, role, pain point, and relevant case study.

Step 02

Gmail Send

Email sent from rep's Gmail account using Google Workspace API. Open and click tracking embedded.

Step 03

Non-Opener WhatsApp

After 24 hours without open, AI sends a WhatsApp with a condensed version of the email's key value proposition.

Step 04

Reply Classification

Replies to Gmail and WhatsApp classified: interested, request info, wrong contact, unsubscribe, or out-of-office.

Step 05

CRM Update

Interested replies create or update CRM opportunities. Rep notified with conversation context.

Key Results

18%

Reply rate (email + WhatsApp)

3× higher

vs. email-only reply rate

+8 avg

Qualified replies per rep/wk

Frequently Asked Questions

Does email send from the rep's actual Gmail address?

Yes. Requires Google Workspace OAuth connection. Emails appear from the rep's own address.

Does it respect Gmail sending limits?

Yes. AI throttles sends to stay within Google Workspace sending limits (500/day standard, 2000/day Workspace).

Can it handle out-of-office auto-replies intelligently?

Yes. OOO replies are detected and the sequence is paused and resumed on the return date.

How personalised can the email content be?

AI uses prospect's LinkedIn, company news, and role-specific pain points for hyper-personalisation.

What improvement in reply rate is typical?

Omnichannel sequences (Gmail + WhatsApp) achieve 3× higher reply rates than email-only sequences.

Email Integration

Built for Gmail

This template is purpose-built to connect with Gmail. All workflow steps, data sync, and activity logging work natively - no middleware required.

✓Native Gmail API integration

✓All activity logged back automatically

✓No middleware or Zapier required

✓Live in under 7 days

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Integrate With Your Favourite Tools

200+Ready Integrations

99.9%Sync Accuracy

10xFaster Deployment

TRUSTED BY HIGH-GROWTH BUSINESSES

Ready to deploy this template?

Our team will configure this template to your CRM, compliance rules, and brand voice. Live in under 7 days.

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