Gmail integration with CRM Connector
How to Create CRM Connector opportunities when new emails on Gmail match a search [Business Gmail Accounts Only]
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create CRM Connector opportunities when new emails on Gmail match a search [Business Gmail Accounts Only]" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CRM Connector integrations
CRM Connector actions
Nekton can use any feature that is available in CRM Connector API.
Using our advanced AI, you can easily create custom automations for CRM Connector.
Here are some typical actions you can do in your automated workflows.
Create or Update Company
Creates a new company, updates an existing company if exists.
Create CRM Activity
Creates a new CRM activity for a contact.
Create Invoice
Creates a new invoice.
Queue Mail
Queues a broadcast email.
Activate Workflow
Activates a workflow for a contact.
Create or Update Contact
Creates a new contact, updates an existing contact if exists.
About CRM Connector
CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.