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Gmail + Google Sheets + Crossbeam

Create Google Sheets spreadsheets for new Crossbeam overlaps with new emails in Gmail

Trigger your overlap tracking from inside your inbox. Once this Zap is active, as soon as you receive a Gmail message, this Zap will automatically check for Crossbeam overlap information, then create a Google Sheets spreadsheet with all the needed information.

Trigger your overlap tracking from inside your inbox. Once this Zap is active, as soon as you receive a Gmail message, this Zap will automatically check for Crossbeam overlap information, then create a Google Sheets spreadsheet with all the needed information.

  1. long arrow
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    When this happens...
    GmailGmail
    New Email

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

    TriggerScheduled
  2. long arrow
    short arrow
    automatically do this...
    CrossbeamCrossbeam
    Records Search by Email

    Search your Crossbeam records for a specific email

    ActionSearch
  3. long arrow
    short arrow
    then do this...
    CrossbeamCrossbeam
    Partner Records Search by Record Type and ID

    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.

    ActionSearch
  4. then do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
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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.
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  • Email
  • Google

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About Google Sheets

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About Crossbeam

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

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