Most initial conversations with leads happen through email. Now, with this Zapier integration, you can add the sender of any email to Bidsketch as a client, right from Gmail.
How It Works
- Apply a Gmail label to an email
- Zapier adds the sender to Bidsketch as a new client
What You Need
- Gmail account
- Bidsketch account
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
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Triggered when a client is created through the API or in the Bidsketch app
Creates a new client
Triggers each time a proposal is sent to a client
This starts a new proposal
Triggers when a proposal is either accepted or declined
Creates a new fee
Triggers when you receive a new email that matches a search string you provide.
Create (but do not send) a new email message.
Triggers when you receive a new email and label it within two days.
Create and send a new email message.