Solar CRM integration with Filter by Nekton
How to Send emails via Gmail when Solar CRM prospects move to closed/won stages
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 via Gmail when Solar CRM prospects move to closed/won stages" 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 Solar CRM integrations
Solar CRM actions
Nekton can use any feature that is available in Solar CRM API.
Using our advanced AI, you can easily create custom automations for Solar CRM.
Here are some typical actions you can do in your automated workflows.
Add Prospect
This action will create a prospect in Solar CRM
Appointment Created
Triggers when a new Appointment for a Prospect is created in Solar CRM via Solar CRM.
Stage Triggers
Triggers when a lead moves between stages within Solar CRM.
Prospect Created
Triggers when a new Prospect is created in Solar CRM via Solar CRM.
About Solar CRM
Solar CRM is a CRM tool designed specifically for the Solar sales individual.