Spiro integration with Gmail
How to Automatically Send Gmail Email About Spiro Close Won Opportunity
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 "Automatically Send Gmail Email About Spiro Close Won Opportunity" 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 Spiro integrations
Spiro actions
Nekton can use any feature that is available in Spiro API.
Using our advanced AI, you can easily create custom automations for Spiro.
Here are some typical actions you can do in your automated workflows.
Clone Opportunity
Clones opportunity.
Create Company
Creates a new company.
Create Contact
Creates a new contact.
Create Interaction
Creates interaction for contact.
Create Opportunity (Contact)
Creates new opportunity from a contact.
Create Reminder
Creates reminder for contact.
About Spiro
Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.