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Gmail + Insightly

Manage new labeled Gmail emails by creating records in Insightly

Boost your efficiency with this streamlined process. As soon as you label a new email in Gmail, a corresponding record is created in Insightly. This automation ensures pivotal emails are directly logged in your customer relationship management system, saving you the time and effort of entering details manually. Sit back and watch as your records stay consistently updated, allowing you better focus on your key responsibilities.

Boost your efficiency with this streamlined process. As soon as you label a new email in Gmail, a corresponding record is created in Insightly. This automation ensures pivotal emails are directly logged in your customer relationship management system, saving you the time and effort of entering details manually. Sit back and watch as your records stay consistently updated, allowing you better focus on your key responsibilities.

  1. When this happens...
    GmailGmail
    New Labeled Email

    Triggers when you label an email.

    TriggerScheduled
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    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
  • Gmail triggers, actions, and search

    New Label

    Triggers when you add a new label.

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label(s) to Add

    • Message to be LabeledRequired

    Action
    Write
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gmail logo

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 moreHelp

Related categories

  • Email
  • Google

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About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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