Gmail + LionO360

Send emails in Gmail for new accounts in LionO360

Stay in touch with your latest LionO360 account additions with this handy workflow. Once set, each time a new account gets established in LionO360, this automation will streamline your communications by sending an email via your Gmail account. Perfect for sending welcome messages or important information, this set up ensures every newcomer receives immediate attention without any manual work from your part.

Stay in touch with your latest LionO360 account additions with this handy workflow. Once set, each time a new account gets established in LionO360, this automation will streamline your communications by sending an email via your Gmail account. Perfect for sending welcome messages or important information, this set up ensures every newcomer receives immediate attention without any manual work from your part.

  1. When this happens...
    LionO360LionO360
    New Account

    Triggers when a new account is created.

    TriggerPolling
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
Start free with email
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Supported triggers and actions

    • Account Channel

    • Account NameRequired

    • Account Type

    • Number of Employee

    • Annual Revenue

    • Ownership Type

    • Industry

    • Source

    • Tags

    • Email

    • Phone

    • Website

    • Address Type

    • Address Class

    • Street Address 1

    • Street Address 2

    • City

    • State

    • Country

    • ZipCode

    • Contact FirstNameRequired

    • Contact LastName

    • Contact Email

    • Contact Phone

    • Contact LinkedIn

    • Contact Job Title

    Action
    Write
    • Ticket Category

    • Channel

    • Ticket Channel

    • SubjectRequired

    • DescriptionRequired

    • Contact Phone

    • Contact Name

    • Contact Email

    • Association Type

    • Association Name

    • Reported By

    • Resolution Date

    • Resolution Comment

    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 more

Related categories

  • Email
  • Google

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About LionO360

LionO360 is a Sas based CRM, FSM, and ERP platforms. LionO360 offers you a complete view of customers, sales life cycle, and field operations.

Related categories

  • CRM (Customer Relationship Management)