BrightManager + Gmail integrations
Send farewell emails in Gmail when new clients are marked as "no longer a client" in BrightManager
Follow up effortlessly when clients step away. Once this Zap is in place, when a client is marked as no longer a client in BrightManager, a farewell email will automatically be sent within Gmail. This integration includes a basic template email, but you can customize your message to and include additional client fields.
- When this happens...Client Marked as NLACTriggers when a Client is marked as "No Longer a Client" within BrightManager.
- automatically do this!Send EmailTriggers when a new email appears in the specified mailbox.
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More things you can do with BrightManager and Gmail
Discover other triggers and actions you can use with BrightManager and Gmail
- Client Created
Triggers when a Client is created within BrightManager.
Try ItTriggerInstant - Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItTriggerInstant - Client NameRequired
- Legal FormRequired
- Client StatusRequired
- Company Number
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Line 4
- Registered Address City
- Registered Address Region
- Registered Address Postcode
- Registered Address Country
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First NameRequired
- Middle Name
- Last NameRequired
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First Name
- Middle Name
- Last Name
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Client Manager
- Client Partner
ActionWrite- Client IDRequired
- Service NameRequired
ActionWrite
- Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItTriggerInstant - Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItTriggerInstant - Client IDRequired
- Service NameRequired
ActionWrite- Client_idRequired
ActionWrite
Related categories
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.






