EspoCRM + Gmail

EspoCRM + Gmail integrations

Send emails in Gmail for new leads in EspoCRM

Capture new leads in EspoCRM and immediately respond with a tailored email via Gmail. This workflow streamlines your customer interaction, ensuring an immediate response to any potential client entering your CRM. Boost your team's efficiency and maintain a consistently proactive approach to your customer relationships.

When this happens...
New LeadTriggers when a new Lead 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 EspoCRM and Gmail

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

New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Write
- Lead Capture API Key
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
- Phone Number
- Description
- Account Name
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Title
- Website
- Opportunity Amount
Action
Write
- Text Filter
  Required
- Primary Filter
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

Updated Lead Status
Triggers when a Lead Status is updated.
Trigger
Instant
Try It
- ID
  Required
Action
Write
- ID
  Required
- Status
- Assigned User ID
Action
Write
- Text Filter
  Required
- Primary Filter
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
- Website
- Opportunity Amount
Action
Search or write
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 EspoCRM

EspoCRM is a highly customizable open source CRM software.

HelpHelp

Related categories

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.

Learn moreLearn moreHelpHelp

Related categories

Google

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