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Gmail + IRIS CRM

Update and send emails in Gmail when lead status changes in IRIS CRM

Stay on top of your sales process with this automated workflow. When a lead's status is updated in IRIS CRM, it sends an email via Gmail instantly, ensuring you always have the most accurate information at your fingertips. It eliminates the need to manually send emails every time there's a change in lead status, making the process more streamlined and efficient.

Stay on top of your sales process with this automated workflow. When a lead's status is updated in IRIS CRM, it sends an email via Gmail instantly, ensuring you always have the most accurate information at your fingertips. It eliminates the need to manually send emails every time there's a change in lead status, making the process more streamlined and efficient.

  1. When this happens...
    IRIS CRMIRIS CRM
    Lead Status Updated

    Triggers when a lead's status is updated.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    • Current StatusRequired

    Trigger
    Instant
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    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Previous StatusRequired

    • New StatusRequired

    Trigger
    Instant
    Try It
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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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Related categories

  • Email
  • Google

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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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