Engage CRM + Gmail

Engage CRM + Gmail integrations

Add or edit contacts in Engage CRM for every new Gmail email

Stay organized and improve your productivity with this integrated workflow. When you receive a new email in Gmail, it will instantly add or update a contact in your Engage CRM. This streamlined process helps you keep your contact management up-to-date and reduces the chances of important information slipping through the cracks. Make this process a part of your efficient business continuity plan.

When this happens...
New EmailTriggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Add or Edit ContactAdd a new contact or edit an existing contact in SalesOptima
ActionWrite

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More things you can do with Gmail and Engage CRM

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

- 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
- Select an Event
  Required
- Contact Properties
  Required
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
- Contact Properties
  Required
Trigger
Instant
Try It
- LinkCode
  Required
- Contact Settings
  Required
- Contact Overwrite
  Required
- ContactId
- First Name
- Last Name
- Salutation
- Title
- Company Name
- Address 1
- Address 2
- Address 3
- City
- State
- Zip
- Country
- Phone
- Home Phone
- Check Duplicates by Phone
- Mobile
- Check Duplicates by Mobile
- Other Phone
- Fax
- Other Fax
- Email
- Email 2
- Email 3
- Website
- Comments Title
- Comments
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Custom 11
- Custom 12
- Custom 13
- Custom 14
- Custom 15
- Custom 16
- Custom 17
- Custom 18
- Custom 19
- Custom 20
- Check 1
- Check 2
- Check 3
- Check 4
- Check 5
- Check 6
- Class 1
- Class 2
- Class 3
- Class 4
- Class 5
- Class 6
- Class 7
- Class 8
- Custom Date 1 Title
- Custom Date 1
- Custom Date 2 Title
- Custom Date 2
- Custom Date 3 Title
- Custom Date 3
- Add Tag
- Force Owner
- Referral URL
- Text Message Opt In
- Email Info Compliance Text
- Email Info Subscribe
- Email Promo Subscribe
- Email Promo Compliance Text
- Metric Title 1
- Metric Value 1
- Metric Title 2
- Metric Value 2
- Metric Title 3
- Metric Value 3
- Metric Title 4
- Metric Value 4
- Metric Title 5
- Metric Value 5
- Metric Title 6
- Metric Value 6
- Metric Title 7
- Metric Value 7
- Metric Title 8
- Metric Value 8
- Metric Title 1
- Metric Value 9
- Metric Title 10
- Metric Value 10
- Note Type Code
- Note 1 Title
- Note 1
- Note 2 Title
- Note 2
- Note 3 Title
- Note 3
- Note 4 Title
- Note 4
- Note 5 Title
- Note 5
- Note 6 Title
- Note 6
- Note 7 Title
- Note 7
- Note 8 Title
- Note 8
- Note 9 Title
- Note 9
- Note 10 Title
- Note 10
- Multi Comments 1 Title
- Multi Comments 1
- Multi Comments 2 Title
- Multi Comments 2
- Multi Comments 3 Title
- Multi Comments 3
- Multi Comments 4 Title
- Multi Comments 4
- Multi Comments 5 Title
- Multi Comments 5
- Multi Comments 6 Title
- Multi Comments 6
- Multi Comments 7 Title
- Multi Comments 7
- Multi Comments 8 Title
- Multi Comments 8
- Multi Comments 9 Title
- Multi Comments 9
- Multi Comments 10 Title
- Multi Comments 10
- Contact New Proc ID
- Contact Dup Proc ID
- Ignore Web Form Proc ID
- Contact New Proc CLP User ID
- Contact Dup Proc CLP UserID
Action
Write

About Engage CRM

SalesOptima is an online CRM service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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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

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Google

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