Gmail + LeadSimple

Create processes in LeadSimple from new matching emails in Gmail

Enhance your sales workflow with this automation that streamlines your interactions. Once a new email matching your preset search filters lands in your Gmail inbox, a process is promptly created in LeadSimple. This setup not only saves you the stress of manual input, but it also ensures you never miss a potential lead, proving to be of great value for your sales team.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Create Process
Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.
ActionWrite

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Supported triggers and actions

What does this mean?

- Label/Mailbox
- Search String
Trigger
Scheduled
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- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write

- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write

- Search StringRequired
Action
Search
Call Completed
Triggers when a new call is completed.
Trigger
Instant
Try It
Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
Try It
Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
Try It
Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
Try It
Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
Action
Search

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
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
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Search or write
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
Try It
Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
Try It
Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
Try It
Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
Try It
Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
Try It
Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search

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 more Help

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About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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Gmail + LeadSimple

Create processes in LeadSimple from new matching emails in Gmail

New Attachment

Label/Mailbox

Search String

New Labeled Email

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

Call Completed

Lead Changes Stage

Lead Created

Lead Is Reassigned

Outbound Conversation Created

Process Changes Tags

Process Reassigned

Task Created

Create Lead

Name

Comments

PipelineRequired

StageRequired

Source

Assignee

Tags

Created At

Closed At

Cost

Value

Num Units

Full Name

Email Addresses

Company Name

Mobile Phone Number

Office Phone

Home Phone

Mailing Address

Mailing Address City

Mailing Address State

Mailing Address Zip Code

Street Address

City

State

Zip Code

Property Type

Bathrooms

Bedrooms

Occupancy

Square Feet

Estimated Rent

Lease start date

Lease end date

Create Process

Name

Comments