Copilot CRM + Gmail

Copilot CRM + Gmail integrations

Send an email in Gmail for every new customer in Copilot CRM

Boost your customer relations with this efficient workflow that connects Copilot CRM and Gmail. The moment a new customer is added to your Copilot CRM, an email is promptly sent from your Gmail account to welcome them. This not only saves time but also ensures a personalized experience, setting a positive tone for your future interactions. Ease your task and amplify customer communication with this integration.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerPolling
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Copilot CRM and Gmail

Discover other triggers and actions you can use with Copilot CRM and Gmail

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
Try It

- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write

- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- 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

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Polling
Try It
- Customer Type
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  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

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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Related categories

Sales & CRM

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.

Learn moreLearn moreHelpHelp

Related categories

Google

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