BrightManager + Gmail
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.
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 NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient 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
Client IDRequired
Service NameRequired
