Gmail + LMN
Find contacts and create Communication History entities in LMN from new Gmail emails
Keeping a record of incoming emails is critical, but your customers don't know about the BCC tool to send those emails into their own LMN Communication History. Whenever a new email comes into the specified Gmail inbox, this integration will search LMN for a contact that matches the sender's email address, and create a date-stamped 'Email' entity within the Communication History for that customer—saving your team the time it would take to add that correspondence manually.
Keeping a record of incoming emails is critical, but your customers don't know about the BCC tool to send those emails into their own LMN Communication History. Whenever a new email comes into the specified Gmail inbox, this integration will search LMN for a contact that matches the sender's email address, and create a date-stamped 'Email' entity within the Communication History for that customer—saving your team the time it would take to add that correspondence manually.
- When this happens...New Email
Triggers when a new e-mail appears in the specified mailbox.
- automatically do this...Find Contact
Finds an LMN CRM contact based on information like name, email or ID. Optionally, can also Create a CRM Contact if none was found.
- then do this!Create ToDo/Note
Creates a communication note or to-do in LMN
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