Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
Send personalized cold outreach emails to partners without ever contacting the same person twice. This workflow reads a lead list from Google Sheets, validates and deduplicates entries, checks a tracking sheet to skip anyone already in sequence, then routes each lead to a tailored email template based on their partner type all sent via Zoho ZeptoMail with status logged back automatically. Who it's for Startups, agencies, or creator platforms running partnership outreach across multiple lead categories (colleges, influencers, brands) who want personalized messaging at scale without a dedicated CRM. How it works A Schedule Trigger fires and reads all rows from your leads Google Sheet Duplicate emails are removed and rows missing a name or email are filtered out Each lead is looped one at a time and checked against a Tracking Sheet anyone with a status of sent, followup_1, completed, replied, or unsubscribed is skipped entirely Qualifying leads are routed through a Switch node based on Partner Type: College — campus partnership pitch, addressed to the institution Influencer — collab-focused email, first-name personalized Brand — brand partnership proposal with company name Other — generic but warm outreach for uncategorized leads The correct email template is assembled in a Set node with a dynamic subject and HTML body Email is sent via Zoho ZeptoMail The lead is appended to the Tracking Sheet with status sent — preventing any re-contact on future runs Setup Connect your Google Sheets and Zoho ZeptoMail credentials in AlekSystem Set your leads sheet and tracking sheet Resource IDs in all Google Sheets nodes Replace all [YOUR COMPANY] placeholders inside the four email Set nodes Update the sender address in the ZeptoMail send node Add your mail agent ID from ZeptoMail into the send node Ensure your leads sheet has columns: Name, Email, Company, Partner Type Ensure your tracking sheet has columns: Email, Status Partner type values (in your sheet) College · Influencer · Brand · anything else → routed to the Other template Requirements Self-hosted AlekSystem instance (community node required) Community node: AlekSystem-nodes-zohozeptomail Active Zoho ZeptoMail account with a configured mail agent
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