Gmail integration with Roistat
How to Send leads to Roistat by new emails via Gmail, as well as create new deals in the connected CRM
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 leads to Roistat by new emails via Gmail, as well as create new deals in the connected CRM" 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 Roistat integrations
Roistat actions
Nekton can use any feature that is available in Roistat API.
Using our advanced AI, you can easily create custom automations for Roistat.
Here are some typical actions you can do in your automated workflows.
Proxy Lead
creates a proxy
About Roistat
Roistat is a smart marketing analytics system powered by AI. Access & visualize the insights you need to drive your online sales.