How to connect Gmail + Virtuous CRM
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Popular Gmail + Virtuous CRM workflows
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Do Even More with Gmail + Virtuous CRM
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Gmail + Virtuous CRM workflows do more for them.
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- New AttachmentTriggers when you receive a new attachment (triggers once per attachment).Trigger
- New LabelTriggers when you add a new label.Trigger
- New Labeled EmailTriggers when you label an email.Trigger
- New EmailTriggers when a new e-mail appears in the specified mailbox.Trigger
- New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.Trigger
- New Starred EmailTriggers when you receive a new email and star it within two days.Trigger
- New ThreadTriggers when a new thread starts.Trigger
- Add Label to EmailAdd a label to an email message.Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
- Virtuous CRM
Triggers when a contact is created and/or updated.
Instant
Trigger
- Virtuous CRM
Triggers when a gift is created and/or updated.
Instant
Trigger
- Virtuous CRM
Creates a contact.
Scheduled
Action
- Virtuous CRM
Creates a gift.
Scheduled
Action
- Virtuous CRM
Finds a contact by email or reference source and identifier
Scheduled
Action
- Virtuous CRM
Find a contact by email or reference. Optionally, create one if none are found.
Scheduled
Action
How Gmail + Virtuous CRM Integrations Work
- Step 1: Authenticate Gmail and Virtuous CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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