Gmail + Surefire CRM
Gmail + Surefire CRM
Create new Surefire contacts from labeled emails in Gmail [Business Gmail Accounts Only]
You probably receive emails from people - even to your personal Gmail account - that qualify as leads and should be in your Surefire account. Now with this Zapier integration, you can add a label to these emails and use the email information to create a new contact in Surefire.
Note: You must label the email within two (2) days of receiving it for this integration to trigger. Also, since the Name field in Gmail will contain both a contact's first and last name, we recommend mapping the Gmail Name as First Name in Surefire and then editing after the contact has been created.
How this Gmail-Surefire CRM integration works
- A label is added to an email in Gmail
- Zapier creates a new contact in Surefire
Apps involved
- Gmail
- Surefire CRM
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
- When this happens...New LabelTriggers when you add a new label.
- automatically do this!Create ContactCreates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Gmail and Surefire CRM
Discover other triggers and actions you can use with Gmail and Surefire CRM
- Label or mailbox
- Search keywords
Try ItTriggerPolling- Label or mailboxRequired
Try ItTriggerPolling- Label or mailbox
Try ItTriggerPolling- New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerPolling
- New Label
Triggers when you add a new label.
Try ItTriggerPolling - Label or mailboxRequired
- Increase polling window
Try ItTriggerPolling- Search keywordsRequired
Try ItTriggerPolling- Label/Mailbox
Try ItTriggerPolling
