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Gmail + SugarCRM

Create new SugarCRM records from new labeled emails in Gmail

With this workflow, you can instantly transfer information from your new labeled emails in Gmail directly into SugarCRM as a new record. Instead of manually copying the email information, this automation helps to streamline your process, keeping your CRM up-to-date effortlessly. You'll save time and ensure every important mail populates in your customer management system as soon as it's received and labeled.

With this workflow, you can instantly transfer information from your new labeled emails in Gmail directly into SugarCRM as a new record. Instead of manually copying the email information, this automation helps to streamline your process, keeping your CRM up-to-date effortlessly. You'll save time and ensure every important mail populates in your customer management system as soon as it's received and labeled.

  1. When this happens...
    GmailGmail
    New Labeled Email

    Triggers when you label an email.

    TriggerScheduled
  2. automatically do this!
    SugarCRMSugarCRM
    Create Record

    Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
    • Search StringRequired

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Label

    Triggers when you add a new label.

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label(s) to Add

    • Message to be LabeledRequired

    Action
    Write
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gmail logo

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 moreHelp

Related categories

  • Email
  • Google

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About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

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