Gmail + Shape + Formatter by Zapier
Create Shape Software records from new Gmail emails
Whenever you receive a new Gmail email, a matching Shape Software record will be created automatically. You can add a filter step to this template, so it only runs in certain situations.
Whenever you receive a new Gmail email, a matching Shape Software record will be created automatically. You can add a filter step to this template, so it only runs in certain situations.
- When this happens...New Email
Triggers when a new e-mail appears in the specified mailbox.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Record
Create a new record within the CRM
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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.
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About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.