Pretty much that, except Zapier works in the background, basically a script and no monitoring. I&#x27;m sure there are other, easier solutions, but somebody told me about this, so testing it out. But it depends on what you want to use the CRM&#x2F;e-mail solution for I guess. I for the most part like Mailchimp as a CRM for managing different lists that we have...it&#x27;s just the e-mail format that I find impersonal. Generally I&#x27;ve just been doing the e-mails manually, but automation is always ideal :)