Gmail + Socket

Gmail + Socket integrations

Create leads in Socket when new labels are added in Gmail

Connect Socket and Gmail to automate your client discovery workflow. Whenever you add a new label in Gmail, this integration automatically creates a lead in Socket, so you're always ready for the next step.

When this happens...
New LabelTriggers when you add a new label.
TriggerPolling
automatically do this!
Create LeadCreates a new lead with client and contact information.
ActionWrite

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More things you can do with Gmail and Socket

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

- 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
Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Trigger
Instant
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Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
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Proposal Deleted
Triggers when a proposal is deleted.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
Try It
Proposal Renewal Started
Triggers when a proposal renewal is started.
Trigger
Instant
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Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
Trigger
Instant
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Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
Trigger
Instant
Try It
Proposal Superseded
Triggers when a proposal is superseded by another proposal.
Trigger
Instant
Try It
Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Trigger
Instant
Try It
- Client Name
  Required
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact Name
  Required
- Primary Contact Email
  Required
- Primary Contact Phone
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
Proposal Activated
Triggers when a proposal becomes active.
Trigger
Instant
Try It
Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Trigger
Instant
Try It
Proposal Created
Triggers when a new proposal is created.
Trigger
Instant
Try It
Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Trigger
Instant
Try It
Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
Trigger
Instant
Try It
Proposal Resent
Triggers when a proposal is resent to the client.
Trigger
Instant
Try It
Proposal Sending
Triggers when a proposal is being sent to the client. This is a short-lived status, and either goes to "pending" when sent successfully, or back to "draft" if not sent.
Trigger
Instant
Try It
Proposal Status Changed
Triggers when an existing proposal changes status.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
Trigger
Instant
Try It
- Lead Lane
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client Name
  Required
- Client Entity Type
- Registration Number
- Client Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
Action
Write

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 Socket

Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.

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Related Zap Templates

Send emails through Gmail when new proposals are won in Socket

Related Zap Templates

Send emails through Gmail when new proposals are won in Socket