Gmail + Twozo CRM

Gmail + Twozo CRM integrations

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 AttachmentTriggers when you receive a new attachment.
TriggerPolling
automatically do this!
Add Note to ContactAdd note to the contact
ActionWrite

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More things you can do with Gmail and Twozo CRM

Discover other triggers and actions you can use with Gmail and Twozo CRM

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
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
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
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 mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
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.

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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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