"create new kvCORE contacts from matching Gmail emails"
Streamline your contact management process with this workflow. When you receive a new Gmail message that matches a specific search, a new contact will be immediately added in kvCORE. This ensures no potential leads slip through the cracks, making your email interactions more efficient and productive.
Streamline your contact management process with this workflow. When you receive a new Gmail message that matches a specific search, a new contact will be immediately added in kvCORE. This ensures no potential leads slip through the cracks, making your email interactions more efficient and productive.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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