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Gmail + SalesOptima Core

Send emails via Gmail when contacts are modified in SalesOptima

Stay updated on your SalesOptima contacts with this convenient workflow. When a contact's details are edited in SalesOptima, a custom email gets sent from your Gmail account. Perfect for sales teams that need to stay in the loop about contact changes, this automation ensures crucial updates aren't overlooked. Keep your team informed and your contact management effective.

Stay updated on your SalesOptima contacts with this convenient workflow. When a contact's details are edited in SalesOptima, a custom email gets sent from your Gmail account. Perfect for sales teams that need to stay in the loop about contact changes, this automation ensures crucial updates aren't overlooked. Keep your team informed and your contact management effective.

  1. When this happens...
    SalesOptima CoreSalesOptima Core
    Contact Modified

    Triggers when a contact is added, edited, or deleted in SalesOptima.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
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Supported triggers and actions

    • Contact PropertiesRequired

    Trigger
    Instant
    Try It

    • LinkCodeRequired

    • Contact SettingsRequired

    • Contact OverwriteRequired

    • ContactId

    • First Name

    • Last Name

    • Salutation

    • Title

    • Company Name

    • Address 1

    • Address 2

    • Address 3

    • City

    • State

    • Zip

    • Country

    • Phone

    • Home Phone

    • Check Duplicates by Phone

    • Mobile

    • Check Duplicates by Mobile

    • Other Phone

    • Fax

    • Other Fax

    • Email

    • Email 2

    • Email 3

    • Website

    • Comments Title

    • Comments

    • Custom 1

    • Custom 2

    • Custom 3

    • Custom 4

    • Custom 5

    • Custom 6

    • Custom 7

    • Custom 8

    • Custom 9

    • Custom 10

    • Custom 11

    • Custom 12

    • Custom 13

    • Custom 14

    • Custom 15

    • Custom 16

    • Custom 17

    • Custom 18

    • Custom 19

    • Custom 20

    • Check 1

    • Check 2

    • Check 3

    • Check 4

    • Check 5

    • Check 6

    • Class 1

    • Class 2

    • Class 3

    • Class 4

    • Class 5

    • Class 6

    • Class 7

    • Class 8

    • Custom Date 1 Title

    • Custom Date 1

    • Custom Date 2 Title

    • Custom Date 2

    • Custom Date 3 Title

    • Custom Date 3

    • Custom Text 1

    • Custom Text 2

    • Custom Text 3

    • Add Tag

    • Force Owner

    • Referral URL

    • Text Message Opt In

    • Email Info Compliance Text

    • Email Info Subscribe

    • Email Promo Subscribe

    • Email Promo Compliance Text

    • Metric Title 1

    • Metric Value 1

    • Metric Title 2

    • Metric Value 2

    • Metric Title 3

    • Metric Value 3

    • Metric Title 4

    • Metric Value 4

    • Metric Title 5

    • Metric Value 5

    • Metric Title 6

    • Metric Value 6

    • Metric Title 7

    • Metric Value 7

    • Metric Title 8

    • Metric Value 8

    • Metric Title 9

    • Metric Value 9

    • Metric Title 10

    • Metric Value 10

    • Note Type Code

    • Note 1 Title

    • Note 1

    • Note 2 Title

    • Note 2

    • Note 3 Title

    • Note 3

    • Note 4 Title

    • Note 4

    • Note 5 Title

    • Note 5

    • Note 6 Title

    • Note 6

    • Note 7 Title

    • Note 7

    • Note 8 Title

    • Note 8

    • Note 9 Title

    • Note 9

    • Note 10 Title

    • Note 10

    • Multi Comments 1 Title

    • Multi Comments 1

    • Multi Comments 2 Title

    • Multi Comments 2

    • Multi Comments 3 Title

    • Multi Comments 3

    • Multi Comments 4 Title

    • Multi Comments 4

    • Multi Comments 5 Title

    • Multi Comments 5

    • Multi Comments 6 Title

    • Multi Comments 6

    • Multi Comments 7 Title

    • Multi Comments 7

    • Multi Comments 8 Title

    • Multi Comments 8

    • Multi Comments 9 Title

    • Multi Comments 9

    • Multi Comments 10 Title

    • Multi Comments 10

    Action
    Write
  • Gmail triggers, actions, and search

    New Label

    Triggers when you add a new label.

    Trigger
    Polling
    Try It

    • Label or mailbox

    Trigger
    Polling
    Try It
gmail logo
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

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  • Email
  • Google

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salesoptima-core logo
salesoptima-core logo

About SalesOptima Core

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

Related categories

  • Sales & CRM