CustomerBase + Gmail

CustomerBase + Gmail integrations

Send an email in Gmail when new customers are created in CustomerBase

Stay on top of your new client correspondence with this efficient workflow. When a new customer is added in CustomerBase, an email is instantly sent from your Gmail account, assisting you in maintaining effective and immediate communication. This automation assists in streamlining your customer management processes, ensuring no new client goes unnoticed.

When this happens...
Customer CreatedTriggers when a new customer is created.
TriggerInstant
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 CustomerBase and Gmail

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

Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
Try It
Customer Updated
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Job Finished
Triggers when a job is finished.
Trigger
Instant
Try It
- 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

Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Job Created
Triggers when a new job is created.
Trigger
Instant
Try It
Work Request Created
Triggers when a new work request is created.
Trigger
Instant
Try It
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 CustomerBase

CustomerBase is a tool for managing customer appointments and jobs, tracking interactions, and organizing information to streamline engagement and service.

HelpHelp

Related categories

Scheduling & Booking

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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