ClientBloom + Gmail

ClientBloom + Gmail integrations

Log new Gmail email conversations in ClientBloom

Automatically log new Gmail email conversations in your client records. When a new email conversation begins, this Zap creates an engagement event in ClientBloom. This ensures your team always has full visibility into client interactions.

When this happens...
New ConversationTriggers when a new email conversations begins in your inbox.
TriggerPolling
automatically do this!
Record EmailTrack when a client receives or sends an email. Captures the email body, subject line, sender/recipient information, and timestamps for engagement tracking and analysis.
ActionWrite

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More things you can do with Gmail and ClientBloom

Discover other triggers and actions you can use with Gmail and ClientBloom

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write
Client Created
Triggers when a new client is created in ClientBloom.
Trigger
Instant
Try It
- Event Type
  Required
- Source
  Required
- Client Email
  Required
- External ID
  Required
- Email Body
  Required
- Email Subject
  Required
- From Address
- To Address
- When Received
Action
Write
- Email
  Required
- Amount
- Currency
- Reason
- Processor
- Attempt ID
- Invoice ID
- Error Message
- When Failed
- External Event ID
Action
Write
- Email
  Required
- Channel Id
  Required
- Content
  Required
- Sender Name
- Slack User ID
  Required
- External Id
  Required
- Metadata
- Occurred At
- Event Type
- Source
Action
Write
- Email
  Required
Action
Search

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search
Call Analysis Created
Triggers when a new call analysis is created in ClientBloom.
Trigger
Instant
Try It
New CRS Alert
Triggers when a CRS alert is generated in ClientBloom.
Trigger
Instant
Try It
- Emal
  Required
- Step Type
  Required
- Document ID
- Document Name
- Document Status
- Document URL
- Signed At
- Meeting ID
- Meeting Date
- Survey Responses
- Community
- Content
- When Occurred
- External Event ID
Action
Write
- Email
  Required
- Billing Status
- Amount
- Currency
- Receipt URL
- Payment Method
- Invoice ID
- When Received
- External Event ID
Action
Write
- Email
  Required
- Billing Status
- Reason
- Message
- When Cancelled
- External Event ID
Action
Write
- Email
  Required
Action
Search

About ClientBloom

ClientBloom is a customer success platform that tracks customer health, predicts risks, and helps teams make data-driven decisions.

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Related categories

Beta

CRM (Customer Relationship Management)

About Gmail

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.

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