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Followup CRM + Gmail

Add Followup CRM projects from new emails in Gmail

With this zap in place, you'll be able to automatically create bids and related documents in Followup CRM when getting new emails in Gmail. Save yourself from tedious data entry while keeping your projects in motion.

With this zap in place, you'll be able to automatically create bids and related documents in Followup CRM when getting new emails in Gmail. Save yourself from tedious data entry while keeping your projects in motion.

  1. When this happens...
    GmailGmail
    New Email

    Triggers when a new e-mail appears in the specified mailbox.

    TriggerScheduled
  2. automatically do this!
    Followup CRMFollowup CRM
    Create Project

    Zap Project in Followup CRM OA Testing team

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
    • Search StringRequired

    Trigger
    Scheduled
    Try It
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About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
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Related categories

  • CRM (Customer Relationship Management)

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