Gmail integration with eWay-CRM
How to Save deals in eWay-CRM with new emails in Gmail
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 "Save deals in eWay-CRM with new emails in Gmail" 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 eWay-CRM integrations
eWay-CRM actions
Nekton can use any feature that is available in eWay-CRM API.
Using our advanced AI, you can easily create custom automations for eWay-CRM.
Here are some typical actions you can do in your automated workflows.
Save a Company
Creates a new company or edits an existing one.
Save a Deal
Creates a new deal or edits an existing one.
Save a Project
Creates a new project or edits an existing one.
Find a Company
Returns a specified company.
Find a Deal
Returns a specified deal.
Find a Project
Returns a specified project.
About eWay-CRM
eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.