Cash Flow Portal + Gmail
Send emails in Gmail for newly created contacts in Cash Flow Portal
Quickly respond to new contacts in your Cash Flow Portal app by setting up this efficient workflow. As soon as you create a new contact within Cash Flow Portal, an email is immediately sent to them via Gmail. This automation aids in maintaining expedition in communication and customer engagement without additional manual work.
Quickly respond to new contacts in your Cash Flow Portal app by setting up this efficient workflow. As soon as you create a new contact within Cash Flow Portal, an email is immediately sent to them via Gmail. This automation aids in maintaining expedition in communication and customer engagement without additional manual work.
- When this happens...Create Contact
Triggers when a new contact is created.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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Team
Try ItTeam
Try ItTeam
Try ItContact ID
Email address
Team
First name
Last name
Add tags
Remove tags
Note
Secondary email address
Phone number
Accreditation status
Show offerings
Marketing subscription
SMS consent
Street address line 1
Street address line 2
City
State/Province
Zip/Postal code
Country
UTM source
UTM medium
UTM campaign
UTM term
UTM content
UTM captured at
