Gmail + MeasureSquare CRM

Create new deals in MeasureSquare CRM for new matching emails in Gmail

Easily keep track of potential clients without missing a beat with this smart Gmail to MeasureSquare CRM workflow. When a new email matches your specified search in Gmail, a deal is instantly created in your MeasureSquare CRM. This seamless integration streamlines your business operations, ensuring no potential opportunity is overlooked. Turn your emails into potential deals and manage customer relations in an efficient, error-free manner.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Create Deal
Creates a Deal in the MeasureSquare CRM.
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Search or write
Change Order Status Changed
Triggers when a change order status is changed
Trigger
Instant
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Quote Status Changed
Triggers when a quote status is changed
Trigger
Instant
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- First Name
- Last Name
- Avatar
- Phone
- Email
- Title
- Description
- Street 1
- Street 2
- City
- State
- Country
- Zip
Action
Write
- Task NameRequired
- Category
- TypeRequired
- Company Id
- Owner Id
- Assignee Id
- Contact Id
- Priority
- Project Id
- Status
- Phone
- Location
- Description
Action
Write
- Xero Invoice IdRequired
- Crm Status
Action
Write
- SourceRequired
- Invoice IdRequired
- Crm StatusRequired
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
Action
Search
Bid Status Changed
Triggers when a bid status is changed
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal stage is changed
Trigger
Instant
Try It
Bill Synced to Xero
When the CRM bill is successfully synced to Xero.
Trigger
Instant
Try It
- NameRequired
- PipelineRequired
- StageRequired
- MeasrureSquare Contact Id
- Source
- Description
- Street 1
- Street 2
- City
- State
- Country
- Zip
Action
Write
- Diagram IdRequired
- TagRequired
Action
Write
- Deal IdRequired
- Stage IdRequired
Action
Write
- SourceRequired
- Purchase Order IdRequired
- Crm statusRequired
Action
Write

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