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Gmail + Surefire CRM

Create new Surefire CRM contacts from new matching emails in Gmail

Stay organized and boost efficiency with this workflow. When you receive a new email in Gmail that matches a specific search, a new contact will be created in Surefire CRM. No need to manually input data - save time and ensure accuracy by using this automation. Ideal for sales teams and businesses looking to streamline their contact management process.

Stay organized and boost efficiency with this workflow. When you receive a new email in Gmail that matches a specific search, a new contact will be created in Surefire CRM. No need to manually input data - save time and ensure accuracy by using this automation. Ideal for sales teams and businesses looking to streamline their contact management process.

  1. When this happens...
    GmailGmail
    New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

    TriggerScheduled
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    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
    • 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 Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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