Email by Zapier + Samdock

Email by Zapier + Samdock integrations

Create new Samdock deals from new inbound emails in Email by Zapier

When you receive a new email in your inbox, use this workflow to swiftly create a deal in Samdock. Simplify your sales process by ensuring every incoming email results in an opportunity tracked in your sales CRM. This automation saves time and helps you keep your pipeline current and organized.

When this happens...
New Inbound EmailTriggers when an email is forwarded to your own custom zapiermail.com address.
TriggerInstant
automatically do this!
Create DealThis action creates a 'Deal' in Samdock.
ActionWrite

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More things you can do with Email by Zapier and Samdock

Discover other triggers and actions you can use with Email by Zapier and Samdock

- Account_wide_copy
- Email address type
Trigger
Instant
Try It
- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write
- Lead/Deal Selection
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It

- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write

- First Name
  Required
- Last Name
  Required
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _id
  Required
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- Setup Directions
Trigger
Instant
Try It
Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Polling
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- Name
  Required
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last Name
  Required
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization Name
  Required
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- Name
  Required
- Description
- Priority
- Start Date
- Due Date
Action
Write

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Zapier

About Samdock

Samdock is a simple CRM system for small businesses.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Send outbound emails in Email by Zapier for new requests in Samdock

Related Zap Templates

Send outbound emails in Email by Zapier for new requests in Samdock