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Mailshake Zapier integrationAutomate Mailshake with Zapier.
The Mailshake Zapier integration gives you 6 triggers, 8 actions and 0 searches. The triggers are all polling ones, so a reply or a click reaches Zapier at the next check of your plan, and several actions can send campaign emails as soon as they run.
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What the Mailshake Zapier integration does for your outreach
It links your Mailshake campaigns to the rest of your sales stack. Zapier checks Mailshake on a timer for new replies, clicks, opens, leads and sent messages, then runs the steps you chose. In the other direction, it can add recipients to a campaign, turn them into leads, pause them, or unsubscribe them.
Three results you can build. A reply that stops the follow-ups: New Reply picks up the answer, and Pause/Unpause Recipient holds that person's pending emails in the campaign while someone handles the conversation. Clicks that become leads: New Click flags interest, and Create Leads turns that recipient into a lead in the same campaign, ready for your sales follow-up. A form that feeds a campaign: a new entry in your form tool runs Add Recipient by Email Address, and the person joins the sequence without a manual import.
Now what Zapier does not do here. None of the triggers is instant: each one waits for Zapier's next check, at an interval set by your plan. There is no search, so a Zap cannot look up a recipient or a lead. Pausing a campaign does not stop the emails already on their way. And a Zap never replays the past: replies, opens and leads from before you switched it on stay where they are.
The same app also has a Mailshake Make integration page, handy if you want to compare. For the criteria behind that choice, see Make vs Zapier.
Zapier words, in plain English
Seven terms come back across this page. Here they are once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run every time that event happens.
- Trigger
- The event in an app that starts the Zap; once the Zap is on, Zapier waits for it. Mailshake offers six.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you.
- Task
- The unit Zapier bills: one action your Zap completes successfully. Your plan's allowance is a count of these.
- Polling vs instant
- A polling trigger is checked by Zapier at a fixed interval. An instant one is pushed by the app. All six Mailshake triggers poll.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it there otherwise.
- Connection
- Your Mailshake account linked to Zapier once, then reused by every Mailshake step of your Zaps.
What a Mailshake Zap really costs
Checking Mailshake for new replies or clicks costs nothing, however often Zapier looks. Each action that succeeds counts as one task; one that fails is not counted. A reply that pauses the recipient and updates your CRM uses two tasks.
- Free plan100 tasks a month, two-step Zaps
- Paid-only appNo, Mailshake runs on the free plan
- Triggers6, all polling, never billed
- Filter or second actionMulti-step Zap, paid plan
Mailshake works on the free plan: 100 tasks a month, Zaps of two steps, and a check every 15 minutes. A filter or a second action makes the Zap multi-step, which needs a paid plan. A few apps and actions take more than one task, so read your task history after the first runs. The grid below sets how often Zapier checks Mailshake's six polling triggers on each plan, and on the paid plans a check can also be run by hand from the editor.
Connect your Mailshake account
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. Have your Mailshake login ready, with access to the campaigns the Zap will read or change.
- 02
Pick Mailshake
Type Mailshake in the dialog's search box, select it in the results, then click Add connection. A new tab opens on Mailshake's side so you can sign in there.
- 03
Sign in and grant access
Log in to Mailshake in that tab and allow Zapier to use the account. The connection is saved, and every Mailshake step in every Zap can reuse it afterwards.
Your first Zap: a reply pauses the recipient and updates your CRM
GoalWhen a recipient replies, the Zap pauses their pending emails in that campaign and marks the reply on their record in your CRM.
- 01
Pick the trigger
Create a Zap, choose Mailshake, then New Reply. It is a polling trigger, so Zapier will check for replies at your plan's interval.
- 02
Test on a real reply
Run the trigger test. Zapier brings back the three most recent replies from your account, so the fields you map next come from an actual recipient.
- 03
Pause the recipient
Add Pause/Unpause Recipient, pick the campaign, map the email from the reply and choose to pause. Test it and check the recipient in Mailshake.
- 04
Update the CRM
Add your CRM's update action, find the contact by email and set the field that records the reply. With two actions, this Zap is multi-step and needs a paid plan.
- 05
Publish
Review each test result, then click Publish. Replies that come in from now on go through; the ones received earlier are not picked up.
Mailshake triggers
6 events start a Zap when something happens in Mailshake. Zapier checks for them at the interval your plan allows.
New Click
Polling triggerIn Zapier“Triggers when a recipient clicks on a link.”
Starts the Zap when a recipient clicks a link in one of your campaign emails. It is one of the triggers Zapier highlights for Mailshake, and a useful sign of interest.
New Lead
Polling triggerIn Zapier“Triggers when a lead is created.”
Goes off when a new lead appears in Mailshake. The Zap receives the lead and the recipient behind it, ready for the steps that follow.
New Lead Status
Polling triggerIn Zapier“Triggers when the status of a lead changes.”
Reacts when a lead's status changes, for example when it is marked won or lost in Mailshake. The Zap gets the lead with its new status.
New Message Sent
Polling triggerIn Zapier“Triggers when an email is sent to a recipient from one of the campaign sequence messages.”
Fires each time one of your campaign's sequence messages goes out to a recipient. It tracks what Mailshake sends, not what recipients do.
New Open
Polling triggerIn Zapier“Triggers when a recipient opens an email.”
Runs each time a recipient opens one of your campaign emails. On its own it is a light signal, more telling as a trend.
New Reply
Polling triggerIn Zapier“Triggers when a recipient replies to one of your messages.”
Fires when a recipient answers one of your messages. For outreach, this is usually the event that matters most, since a conversation has begun.
Mailshake actions
Mailshake gives you 8 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Add Recipient by Email Address
ActionIn Zapier“Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.”
Puts one person into a chosen campaign from a single email address.
Add Recipients by Email Addresses
ActionIn Zapier“Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent.”
Adds several people to a campaign in one go, from a list separated by commas or new lines; names can come along with each address.
Add Recipients From CSV
ActionIn Zapier“Adds a list of recipients to a campaign via a CSV file. Each column can be used as a text replacement. NOTE: This can cause emails to immediately be sent.”
Loads a whole list into a campaign from a CSV file, and every extra column becomes a field you can use in your email text.
Create Leads
ActionIn Zapier“Creates leads from existing recipients that match the given email addresses.”
Turns existing recipients into leads, matched on the email addresses you pass in.
Pause/Unpause Campaign
ActionIn Zapier“Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.”
Stops or restarts all sending for a whole campaign.
Pause/Unpause Recipient
ActionIn Zapier“Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.”
Holds or releases one recipient's pending emails within a campaign, depending on the choice you set.
Unsubscribe Recipients
ActionIn Zapier“Unsubscribes one or more recipients from all current and future campaigns for your team.”
Removes one or more addresses from every current and future campaign of your team, not just one.
Update Lead Status
ActionIn Zapier“Updates lead status to Won, Lost, Ignored, or Reopened.”
Sets a lead's status to Won, Lost, Ignored or Reopened, for a given email within a given campaign.
When a Mailshake Zap breaks
Zapier attaches no help article to Mailshake, and no limit specific to the app is documented. What breaks comes from Zapier's general rules and from how Mailshake's own actions behave.
Six cases to know before you publish. If one of them hits, see our Zapier troubleshooting guide.
Emails go out sooner than planned
Adding recipients, or unpausing one, can make Mailshake send right away. Test with a campaign you are ready to launch, never a draft you are still editing.A reply is seen at the next check
All six triggers poll, so a reply waits for Zapier's next check, every 15 minutes on the free plan. Do not build a Zap that needs to react within seconds.Pausing does not recall emails
Pause/Unpause Campaign stops future sending for the whole campaign, but emails that are already being sent at that moment are not halted.A Zap that restarts itself
A Zap that writes into the very place its own trigger watches can set itself off again and again, and burn through your task count fast. Point it somewhere else.The past is not picked up
A Zap only reacts to what happens after it is switched on. Older replies, opens and leads never go through it.A big batch held back
When a check suddenly returns a huge batch, after a bulk import for instance, Zapier's flood protection can hold those items back.
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