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Ditch Zapier: Automate Sales Follow-Ups with Python

  • The article discusses automating sales follow-ups using Python as an alternative to using tools like Zapier.
  • The author details how to replace parts of a CRM and automation stack with Python, Gmail API, and Google Sheets.
  • The automation involves monitoring a Google Sheet for new leads and sending customized follow-up emails via Gmail, with logging and timestamps.
  • Prerequisites include a Google Sheet with lead data, a Gmail account with API access, and basic Python knowledge.
  • The process involves connecting to Google Sheets using gspread and OAuth2 for retrieving lead data.
  • Sending emails via Gmail is done using smtplib and MIMEText for creating and sending personalized messages.
  • A full automation loop is described, where emails are sent based on criteria from the Google Sheet data.
  • Options for running the automation regularly include PythonAnywhere for scheduled tasks.
  • The article suggests replacing tools like Zapier, Make, or Pabbly with Python automation for cost savings.
  • Key takeaways for indie hackers include the versatility of Python for basic automation needs and the benefits of controlling data and reducing costs.
  • The author provides bonus resources for working with Google Sheets, sending emails with Gmail in Python, and using PythonAnywhere Scheduler.
  • The article ends with a call for suggestions on other tools to automate and a promotion for a local business website launch system.

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