Gmail integration with Salestrekker
How to Create Salestrekker notes for new Gmail email [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 Salestrekker notes for new Gmail email [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 Salestrekker integrations
Salestrekker actions
Nekton can use any feature that is available in Salestrekker API.
Using our advanced AI, you can easily create custom automations for Salestrekker.
Here are some typical actions you can do in your automated workflows.
Create New Contact
Creates a Contact.
Create New Deal Note
Creates a new Note in Deal
Create New Deal
Creates a new Deal.
Create New Task
Creates a Task.
Complete Task
Completes the Task in Deal.
Update Contact
Updates a Contact.
About Salestrekker
Salestrekker is CRM software for finance professionals.