Create new kvCORE contacts from new Gmail emails
Stay organized and timely by seamlessly transforming your new Gmail emails into kvCORE contacts. With this workflow, every new email appearing in your Gmail is instantly captured and a new contact is created in your kvCORE account. This smooth process ensures you maintain an updated client list without manually transferring data, maximizing your productivity and efficiency.
Stay organized and timely by seamlessly transforming your new Gmail emails into kvCORE contacts. With this workflow, every new email appearing in your Gmail is instantly captured and a new contact is created in your kvCORE account. This smooth process ensures you maintain an updated client list without manually transferring data, maximizing your productivity and efficiency.
- When this happens...New Email
Triggers when a new e-mail appears in the specified mailbox.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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