Gmail integration with TeamGram
How to Create TeamGram CRM leads from mew Gmail emails [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 TeamGram CRM leads from mew Gmail emails [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 TeamGram integrations
TeamGram actions
Nekton can use any feature that is available in TeamGram API.
Using our advanced AI, you can easily create custom automations for TeamGram.
Here are some typical actions you can do in your automated workflows.
Add Note to Lead
Adds a note to a lead.
Create Company
Creates a new company.
Create Lead
Creates a new lead.
Create Product
Creates a new product.
Find Lead
Finds existing (non converted) leads.
Find or Create Customer
Find or Create Customer
About TeamGram
TeamGram is a CRM and collaboration tool that helps businesses close more sales and get more done.