Gmail + Twozo CRM

Add notes to contacts in Twozo CRM for new Gmail attachments

Boost your CRM efficiency with this automation that streamlines your workflow between Gmail and Twozo CRM. As soon as a new attachment comes in your Gmail, this workflow triggers to add the same attachment to the relevant contact in Twozo CRM. Now, you can have real-time updates and rest assured that critical information gets stored promptly, saving you from the hassles of manual entries and potential errors.

When this happens...
New Attachment
Triggers when you receive a new attachment.
TriggerPolling
automatically do this!
Add Note to Contact
Add note to the 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
- Signature delimiter
- 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
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Message IDRequired
- Attachment FilenameRequired
- Attachment Size
Action
Search
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Search or write
New Company Added
Triggers when a new company is added.
Trigger
Instant
Try It
New Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Activity Updated
Triggers when a activity is updated.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Deal Stage Updated
Triggers when a deal stage is updated.
Trigger
Instant
Try It
Add Followers to Company
Add followers to the company
Action
Write
Add Followers to Deal
Add followers to the deal
Action
Write
Add Note to Contact
Add note to the contact
Action
Write
Add Product to Deal
Add product to the deal
Action
Write
Add Tags to Contact
Add tags to the contact
Action
Write
Create Activity
Creates a new activity.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Product
Creates a new product.
Action
Write
Update Company
Update the existing company.
Action
Write
Update Deal
Update the existing deal.
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
- Signature delimiter
- 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
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
Action
Search
New Activity Added
Triggers when a new activity is added.
Trigger
Instant
Try It
New Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
New Product Added
Triggers when a new product is added.
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated.
Trigger
Instant
Try It
Add Followers to Contact
Add followers to the contact
Action
Write
Add Note to Company
Add note to the company
Action
Write
Add Note to Deal
Add note to the deal
Action
Write
Add Tags to Company
Add tags to the company
Action
Write
Add Tags to Deal
Add tags to the deal
Action
Write
Create Company
Creates a new company.
Action
Write
Create Deal
Creates a new deal.
Action
Write
Update Activity
Update the existing activity.
Action
Write
Update Contact
Update the existing contact.
Action
Write
Update Product
Update the existing product.
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

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About Twozo CRM

Twozo CRM is a powerful tool for managing customers, automating workflows across your business systems.

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Gmail + Twozo CRM

Add notes to contacts in Twozo CRM for new Gmail attachments

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Get Attachment by Filename

Find or Send Email

New Company Added

New Deal Added

Activity Updated

Contact Updated

Deal Stage Updated

Add Followers to Company

Add Followers to Deal

Add Note to Contact

Add Product to Deal

Add Tags to Contact

Create Activity

Create Contact

Create Product

Update Company

Update Deal

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find Email

New Activity Added

New Contact Added

New Product Added

Company Updated

Deal Updated

Product Updated

Add Followers to Contact

Add Note to Company

Add Note to Deal

Add Tags to Company

Add Tags to Deal

Create Company

Create Deal

Update Activity

Update Contact

Update Product

About Gmail

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About Twozo CRM

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