BrightManager + Gmail
Create new BrightManager clients from new labeled Gmail emails
Streamline your client management tasks with this efficient workflow that bridges the gap between Gmail and BrightManager. When a new email with a specific label arrives in your Gmail, this workflow immediately creates a new client in BrightManager. This smooth connection not only saves your time but also ensures all the essential client details are seamlessly transferred from your email directly into your project management system. Here's a great way to keep your client data organized while enhancing productivity.
Streamline your client management tasks with this efficient workflow that bridges the gap between Gmail and BrightManager. When a new email with a specific label arrives in your Gmail, this workflow immediately creates a new client in BrightManager. This smooth connection not only saves your time but also ensures all the essential client details are seamlessly transferred from your email directly into your project management system. Here's a great way to keep your client data organized while enhancing productivity.
- When this happens...New Labeled Email
Triggers when an email is labeled. Also triggers when a reply is added to the conversation.
- automatically do this!Create Client
Create a new Client within BrightManager
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