Gmail + ShareCRM

Gmail + ShareCRM integrations

Create leads in ShareCRM from new emails in Gmail

Strengthen your customer relationship management with this streamlined workflow. Whenever you receive a new email in Gmail, it will instantly generate a lead in ShareCRM. This setup eliminates manual data entry, ensuring that all pertinent customer information from your emails is immediately saved in your CRM, helping you stay organized and proactive in your communication strategies.

When this happens...
New EmailTriggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create LeadsCreates a Leads in the system.
ActionWrite

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More things you can do with Gmail and ShareCRM

Discover other triggers and actions you can use with Gmail and ShareCRM

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
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
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write
- Object Name
  Required
Trigger
Polling
Try It
New Leads
Triggers when a new Leads is created .
Trigger
Polling
Try It
Create Case
When the field _id has a value, update the Case data in the system. When the field _id has no value, add new Case data in the system
Action
Write
Create Leads
Creates a Leads in the system.
Action
Write
- Object Name
  Required
Action
Write
- Object Name
  Required
- id
  Required
Action
Write
- Object ApiName
  Required
- Record Data _id
  Required
Action
Search
- Object ApiName
  Required
- Filter Criteria
  Required
- Sort By Field
  Required
- IsAsc
  Required
- Maximum number(<=100) of records
  Required
Action
Search

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search
- Object ApiName
  Required
Trigger
Polling
Try It
New Marketing Event
Triggers when a new Marketing Event is created.
Trigger
Polling
Try It
Create Account
When the field _id has a value, update the account data in the system. When the field _id has no value, add new account data in the system
Action
Write
Create Contact
When the field _id has a value, update the contact data in the system. When the field _id has no value, add new contact data in the system
Action
Write
Create Marketing Event
Creates a Marketing Event in the system.
Action
Write
Create ServiceRequest
When the field _id has a value, update the ServiceRequest data in the system. When the field _id has no value, add new ServiceRequest data in the system
Action
Write
- Object ApiName
  Required
- Maximum number(<=100) of Record
  Required
- Sort By Field
  Required
- isAsc
  Required
- Field ApiName
- Filter Operator
- Filter Field Value
- The Second Field ApiName
- The Second Filter Operator
- The Second Filter Field Value
Action
Search
- Object ApiName
  Required
- Record Data Name
  Required
- Maximum number(<=100) of Records
  Required
Action
Search

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 ShareCRM

ShareCRM is an enterprise customer relationship manager (CRM) application designed to attract, retain, and satisfy customers to grow your business.

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Related categories

CRM (Customer Relationship Management)