Gmail + SolarMarket

Gmail + SolarMarket integrations

Create new SolarMarket clients from new Gmail emails

Stay organized and improve your efficiency with this workflow. When you receive a new email in Gmail, this workflow will streamline the process of creating a new client in SolarMarket, saving you time and reducing manual data entry. Utilize this automation to seamlessly integrate your communication and client management, ensuring no potential client slips through the cracks.

When this happens...
New EmailTriggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create ClientCreate a new client in the platform
ActionWrite

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More things you can do with Gmail and SolarMarket

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

- 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
- Project Identifier
  Required
- Project Name
- Project Description
- Project Responsible
- Project Representative
Action
Write
- Name
  Required
- Company
- Document
- E-mail
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Number
- Address complement
- Neighborhood
- City
- State
- Responsible ID
  Required
- Representative ID
Action
Write
- Funnel ID
- Funnel Name
Action
Search
- Custom Field ID
- Custom Field Key
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  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
- ID
  Required
- Name
- Company
- Document
- E-mail
- Main Phone
- Secondary Phone
- ZIP Code
- Address
- Address number
- Address complement
- Neighborhood
- City
- State
- Responsible's ID
- Representative's ID
Action
Write
- Project ID
  Required
- Custom Field ID
  Required
- Field value (click here for details)
Action
Write
- Project Name
  Required
- Project Description
- Customer ID (if it already exists or create a new one below)
- Customer Name (if you want to create a new customer)
- Customer Company (if you want to create a new customer)
- Customer Document (if you want to create a new customer)
- Customer E-mail (if you want to create a new customer)
- Customer Main Mobile (if you want to create a new customer)
- Customer Secondary Mobile (if you want to create a new customer)
- ZIP Code (if you want to create a new customer)
- Address (if you want to create a new customer)
- Address number (if you want to create a new customer)
- Address complement (if you want to create a new customer)
- Neighborhood (if you want to create a new customer)
- City (if you want to create a new customer)
- Funnel Stage ID (click here to find out more)
- Responsible ID
  Required
- Representative ID
Action
Write
- Project ID
  Required
- Custom Field ID
Action
Search
- Customer ID
- Customer E-mail
- Customer's Document
- Customer's name
- Customer's Cell Phone
- Client created before the date
- Customer created after the date
Action
Search
- Project ID
- Client ID linked to the Project
- Project Name
- Project created before the date
- Project created after the date
Action
Search
- User ID
- User Name
- User E-mail
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 SolarMarket

SolarMarket helps solar integrators create proposals, compare prices and generate leads with AI. It has tools for distributors and customers.

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Related Zap Templates

Create new SolarMarket projects from new labeled Gmail emails

Related Zap Templates

Create new SolarMarket projects from new labeled Gmail emails