Email Parser by Nekton integration with OpenCRM
How to Create and update OpenCRM contacts from new emails in Email Parser by Nekton
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 and update OpenCRM contacts from new emails in Email Parser by Nekton" 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 OpenCRM integrations
OpenCRM actions
Nekton can use any feature that is available in OpenCRM API.
Using our advanced AI, you can easily create custom automations for OpenCRM.
Here are some typical actions you can do in your automated workflows.
About OpenCRM
OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.