---
title: "Send an email to leads entering a specific step"
description: "Automatically send a follow-up email when a lead enters a pipeline step of your choice, with the built-in Automations or Zapier."
url: https://help.nocrm.io/en/articles/30-send-an-email-to-leads-entering-a-specific-step
collection: "Workflow Automation"
updated: 2026-11-05
language: en
alternates: [fr, de, pt-br, it, es]
---

# Send an email to leads entering a specific step

Automatically send a follow-up email when a lead enters a pipeline step of your choice, with the built-in Automations or Zapier.

Sales reps benefit from having an assistant to handle repetitive and tedious tasks. Instead of a real-life assistant, you can use automation to execute these tasks and free up your sales reps for the tasks that move the needle.

When a lead enters a step of your pipeline, you can automatically send them an email with the content of your choice, for example a meeting request or a simple follow-up email. You can set it up with the built-in Automations or with [Zapier](https://zapier.com/apps/nocrm-io/integrations).

> **Info:** **Note**: This is a simple email workflow. To build a complete email automation workflow, [read this tutorial](https://www.nocrm.io/no-code-academy/how-to-build-complete-email-automation-machine-using-zapier).

## How do you send the email with the built-in Automations?

Follow these steps:

1.  Click your avatar at the top right.
    
2.  Go to **Admin panel** > **Integrations** > **API & automations** > **Automations**.
    
3.  Click **New Automation**.
    
4.  In **Name your automation**, enter a name (for example "Send an email when a lead enters the Meeting step").
    
5.  In **Start with the event**, choose `lead.step.changed.to`.
    
6.  Select the step that triggers the email.
    
7.  In **Actions in noCRM**, choose **send an email with the template** and select the email template to send.
    
8.  Click **Save and activate**.
    

> **Warning:** **Important**: The built-in Automations are only available in the Dream edition, and sending emails requires a [personal email connected](https://help.nocrm.io/en/articles/51-email-integration.md) to noCRM.

## How do you send the email with Zapier?

### Create your trigger

Follow these steps:

1.  Sign into your Zapier account and click **Create Zap** at the top left of the page.
    
2.  Select the **noCRM** app and choose the trigger event **New Lead Step Changed to...**.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/No-code%20Academy/set-up-nocrm-trigger.jpg)

### Connect your noCRM account

1.  Enter your account name (`https://AccountName.nocrm.io`).
    
2.  Enter your API key. To create one in noCRM, click your avatar at the top right, go to **Admin panel** > **Integrations** > **API & automations** > **API Keys**, click **Create an API Key** and name it.
    
3.  Choose the **step** that triggers the email.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/Help%20Center%20V2/APIKey.png)

### Create your action

1.  Select the **noCRM** app and choose the action event **Call Simplified API**.
    
2.  Choose the noCRM account you already connected.
    

### Set up your action

1.  In the **Custom** tab, select the ID of the lead generated by the trigger.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/No-code%20Academy/lead-set-up.gif)

2.  Choose **Send lead a template email** as the Simplified API path. Two more fields appear.
    
3.  In the first field, enter the ID of the email template you want to use.
    
4.  In the second field, enter the email address of the user the email will be sent from.
    

![](https://ydncrm-www.s3.amazonaws.com/V2/No-code%20Academy/send%20template%20email%20with%20zapier%20no-code.jpg)

> **Warning:** **Important**: Only shared email templates can be used, and the user whose email address you enter must have their email account connected to noCRM.

> **Info:** **Note**: To find the template ID, go to **Admin panel** > **Integrations** > **API & automations** > **Account object ID's**.

That's it! Your follow-up email is now automated for the step of your choice.