Gmail + SALESENGINE.SE
Produce consumer records in SalesEngine from new emails matching searches in Gmail
Set up this Zap to effortlessly manage your record keeping, right from your inbox! Once this integration is active, as soon as a new email is received in your Gmail inbox that matches a specified search, a consumer record in SalesEngine's CRM will be created automatically.
Set up this Zap to effortlessly manage your record keeping, right from your inbox! Once this integration is active, as soon as a new email is received in your Gmail inbox that matches a specified search, a consumer record in SalesEngine's CRM will be created automatically.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Create SE Consumer Record (Deprecated)
This function creates a Consumer Record in SE.
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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.
About SALESENGINE.SE
Integration with the Mortgage CRM SalesEngine.SE
