Onpipeline integration with Gmail
How to Send emails in Gmail with new Onpipeline deals
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 "Send emails in Gmail with new Onpipeline deals" 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 Onpipeline integrations
Onpipeline actions
Nekton can use any feature that is available in Onpipeline API.
Using our advanced AI, you can easily create custom automations for Onpipeline.
Here are some typical actions you can do in your automated workflows.
Add Person
Add a new Person
Add Lead (Leads In)
Creates a new Lead in the CRM (Leads IN)
Update Organization
Updates an organization.
Find Organization
Finds an Organization in Onpipeline.
Add Organization
Add a new Organization
Add Deal
Creates a new deal
About Onpipeline
Onpipeline is a cloud based Sales CRM for small and medium businesses.