Fergus + Gmail

Create new Fergus customers from new Gmail emails

Streamline your customer management process effortlessly with this automation between Gmail and Fergus. This workflow fires up each time a new email arrives in Gmail and transforms the email sender's information into a new customer profile in Fergus. This saves you precious time on manual data entry, allowing you to focus on more pressing business matters. Hence, improve your efficiency and customer handling with this simple yet effective setup.

When this happens...
New Email
Triggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Start free with email

Start free with Google

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
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
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Site Name
- Default Contact First NameRequired
- Default Contact Last Name
- Default Contact Position
- Default Contact Company
- Contact Type
- Contact Value
- Site Address Line 1Required
- Site Address Line 2
- Site Address Suburb
- Site Address City
- Site Address Region/State
- Site Address Postcode/ZIP
- Site Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Contact Type
- Contact Value
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write
- Job TypeRequired
- Create as Draft
- Job Title
- Job Description
- Customer ID
- Site ID
Action
Write
- Job IDRequired
Action
Write
- JobRequired
Action
Search
- Quote Status Filter
- Sort Field
- Sort Order
- Page Size
Action
Search
- Search Text
Action
Search

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
Action
Search
- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- SiteRequired
Action
Write
- Customer Full NameRequired
- Main Contact First NameRequired
- Main Contact Last NameRequired
- Main Contact Position
- Main Contact Company
- Main Contact Email
- Main Contact Phone
- Main Contact Mobile
- Main Contact Fax
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Suburb
- Physical Address City
- Physical Address Region/State
- Physical Address Postcode/ZIP
- Physical Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Billing Contact Email
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact Fax
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write
- Job IDRequired
- Job TypeRequired
- Job TitleRequired
- Job DescriptionRequired
- Customer IDRequired
- Site IDRequired
Action
Write
- Customer IDRequired
Action
Search
- Site IDRequired
Action
Search
- Search Text
Action
Search
- General Search
- Site Name
- City
- Postal Code
Action
Search

About Fergus

Fergus is a job management software for plumbers, electricians and other trades.

Related categories

Proposal & Invoice 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 more

Related categories

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Related Zap Templates

Create new Fergus customers from matching Gmail emails

Related Zap Templates

Create new Fergus customers from matching Gmail emails

Fergus + Gmail

Create new Fergus customers from new Gmail emails

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Get Attachment by Filename

Find or Send Email

Modified Quote

New Job

New Site

Create Site

Create Job

Finalize Draft Job

Get Quotes for Job

Find All Quotes

Find Job

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find Email

Job Completion

New Customer

New Quote

Archive Site

Create Customer

Edit Draft Job

Get Customer by ID

Get Site by ID

Find Customer

Find Site

About Fergus

Related categories

About Gmail

Related categories

Similar apps

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