Create new BrightManager clients from new Gmail emails
Streamline your client onboarding process with this efficient workflow. Whenever a new email arrives in your Gmail, it instantly creates a new client in your BrightManager. This not only saves you valuable time but also keeps your customer database up-to-date. An ideal solution to manage information flow seamlessly between your Gmail and BrightManager.
Streamline your client onboarding process with this efficient workflow. Whenever a new email arrives in your Gmail, it instantly creates a new client in your BrightManager. This not only saves you valuable time but also keeps your customer database up-to-date. An ideal solution to manage information flow seamlessly between your Gmail and BrightManager.
- When this happens...New Email
Triggers when a new e-mail appears in the specified mailbox.
- automatically do this!Create Client
Create a new Client within BrightManager
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