Gmail + Solve CRM

Create new Solve CRM contacts from new labeled Gmail emails

Enhance your client relationship management process with this streamlined workflow. When a new labeled email lands in your Gmail inbox, it promptly creates a corresponding contact in Solve CRM. This seamless transition allows you to efficiently manage and track all your Gmail contacts without the fear of missing essential client details. This simplified process aids in better nurturing of client relationships.

When this happens...
New Labeled Email
Triggers when an email is labeled. Also triggers when a reply is added to the conversation.
TriggerPolling
automatically do this!
Create Contact
Triggers when you add a new contact.
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
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
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
New Company
Triggers when you add a new company.
Trigger
Polling
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- Category TagRequired
Trigger
Polling
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New User
Triggers when you add a new user account.
Trigger
Polling
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- Shared With...
- Company Name
- Categories
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
- Category TagRequired
Trigger
Polling
Try It
New Workgroup
Triggers when a new workgroup is created.
Trigger
Polling
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- Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
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.

Learn more

Related categories

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About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.