Gmail + SalesOptima
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.
- When this happens...Contact Modified
Triggers when a contact is added, edited, or deleted in SalesOptima.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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- 14 day trial for premium features & apps
Contact PropertiesRequired
Try ItLinkCodeRequired
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
New Label
Triggers when you add a new label.
Try ItLabel/Mailbox
Try It
