Gmail + noCRM.io + Tilkee

Send Tilkee projects for new leads in noCRM.io via Gmail

When a new lead is added on your CRM, you'll want to send them content to nurture the relationship. Don't spend time doing that manually. This integration automatically triggers a custom email via Gmail with a tracked link to a Tilkee projects for each new noCRM.io lead, allowing you to gather more data about your contact interest about your content!

When this happens...
New Lead
Triggers when a lead is created.
TriggerInstant
automatically do this...
Create Project
Create a project and its access links.
ActionWrite
then do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
Action
Search or write
New Contact Accessed Your Document
Triggers when a new contact access your document for the first time using the link with authentication.
Trigger
Instant
Try It
- Project IDRequired
- NameRequired
- TypeRequired
- Item ID
- Downloadable
- Signable
- Watermark text
- Watermark position
- Content
- Format
- External ID
- Tags
- Favorite
- Share with these User IDs
- Share with everyone
- Retention
- Retention delay
Action
Write
- Project ID to clone
- Project NameRequired
- Project downloadable
- Expiration date
- Project Tags
- Project external ID
- Share with the user IDs
- Notifications enabled
- Email cible
- VCard ID
- Theme ID
- Is Template
- Access links nameRequired
Action
Write
- Search
- Owner ID
- Tags
- Tag operator
- Expand
- Type
- Extension
- Shared
- Favorite
- Created at (start)
- Created at (end)
- Limit
- Skip
Action
Search
- Search
- Tags
- Owner ID
- Consulted
- Consultable
- Signed
- Favorite
- Verdict
- Created at (start)
- Created at (end)
- Is template
- Shared
- Expand
- Limit
- Skip
Action
Search
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event NameRequired
Trigger
Instant
Try It
- Event Name
- Step Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Prospecting list
Trigger
Instant
Try It
- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- LeadRequired
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search
New Connexion
Triggers when a new connexion is done on your projects.
Trigger
Instant
Try It
Document Has Been Signed
Triggers when a contact signed a document through one of your access link.
Trigger
Instant
Try It
- NameRequired
- ContentRequired
- FormatRequired
- Tags
- External ID
- Favorite
- Retention
- Retention delay
- Share with these User IDs
- Share with everyone
Action
Write
- Project IDRequired
- Project Name
- Downloadable
- Tags
- External ID
- Share with the user IDs
- Notifications enabled
- Email cible
- Theme ID
- VCard ID
Action
Write
- Project IDRequired
- Expand
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tilkee

Use Tilkee's latest API to track how your contacts read your documents.

Related categories

Proposal & Invoice Management

Gmail + noCRM.io + Tilkee

Send Tilkee projects for new leads in noCRM.io via Gmail

Supported triggers and actions

New Lead Assigned

New Lead Content or Title Changed

New Email Received From a Lead

New Lead Status Changed To...

New Unassigned Lead

New Lead

New Task Status Changed To...

Assign Lead

Change Lead's Title

Change Step

Add Comment

Add Tags

Set Amount and Probability

Find Lead

Find or Create Lead

New Contact Accessed Your Document

Add Components

Create Project

Get Items

Get Projects

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

New Lead Comment

New Deleted Lead

New Manual Trigger

New Lead Step Changed To...

New Client Folder

New Prospect Created...

Add Attachment

Call Simplified API

Change Status

Log an Activity

Create Prospect

Create Lead

Set the Estimated Closing Date

Find a Prospecting List

New Connexion

Document Has Been Signed

Create Item

Update Project

Get One Project

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About noCRM.io

Related categories

Similar apps

Zapier Interfaces

About Tilkee

Related categories