Gmail + Site2CRM

Gmail + Site2CRM integrations

Send Gmail notifications for new Site2CRM leads

When a new lead comes in, response time is critical, but constantly refreshing your CRM dashboard is not realistic. This automation sends an email notification via Gmail whenever a new lead is captured in Site2CRM. Your team is alerted immediately, enabling faster follow up while the prospect is still actively engaged.

When this happens...
New LeadTriggers when a new lead is captured via form or AI chat.
TriggerInstant
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Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Site2CRM and Gmail

Discover other triggers and actions you can use with Site2CRM and Gmail

Lead Captured From Chat
Triggers when AI chat captures a lead's email or phone number.
Trigger
Instant
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New AI Chat Conversation
Triggers when an AI chat conversation starts on your website.
Trigger
Instant
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New Lead
Triggers when a new lead is captured via form or AI chat.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Company
- Source
- Notes
Action
Write
- 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

Lead Updated
Triggers when a lead's information is changed.
Trigger
Instant
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New Form Submission
Triggers when a form is submitted on your website.
Trigger
Instant
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- Lead ID
  Required
- Note
  Required
Action
Write
- Lead ID
  Required
- Name
- Email
- Phone
- Company
- Status
- Notes
Action
Write
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

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 Site2CRM

Site2CRM is a lead capture platform that connects website form submissions, booking forms, and AI chat conversations directly to your CRM in real-time.

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Related categories

Beta

CRM (Customer Relationship Management)