Campaigns, documents, and advanced features
Zapier: send an automated tracked email
The quick answer
A tracked-send action needs a connected Gmail or Outlook sender and an API token with the required sending scope. Test with a controlled recipient and protect against duplicate retries.
Automate a tracked send
Connect the sender
Connect the exact Gmail or Outlook mailbox and verify any alias before enabling automated sends.
Create a limited token
In Integrations, create an API token with emails:send and any other scopes needed by your automation. Keep it in the destination's secure credential store.
Configure the action
Use the supported Zapier/Make tracked-send action with the intended sender, recipient, subject, body, and tracking behavior.
Run a controlled test
Send to a separate test mailbox, check the provider result and Elite tracking record, and design retries so they do not send duplicate emails.
IN YOUR WORKSPACE
What it looks like
Automated outreach uses the same connected sender and recipient eligibility rules.
- New campaign
Start a draft before choosing the message and recipients.
- Campaign progress
Open a campaign to inspect recipient results and its current state.