Create notes in Maximizer CRM for new emails in Gmail
Effortlessly manage your customer interactions with this streamlined workflow. When you receive a new email in Gmail, it will instantly initiate a process that creates a note in Maximizer CRM. Ideal for ensuring every communication is documented in your CRM, this setup saves time and reduces the chances of missing important emails. Use this automation to keep your customer management smooth and precise.
Effortlessly manage your customer interactions with this streamlined workflow. When you receive a new email in Gmail, it will instantly initiate a process that creates a note in Maximizer CRM. Ideal for ensuring every communication is documented in your CRM, this setup saves time and reduces the chances of missing important emails. Use this automation to keep your customer management smooth and precise.
- When this happens...New Email
Triggers when a new e-mail appears in the specified mailbox.
- automatically do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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