Gmail + Workbooks CRM Integrations
How to connect Gmail + Workbooks CRM
Zapier lets you send info between Gmail and Workbooks CRM automatically—no code required.
Popular Gmail + Workbooks CRM workflows
Send emails via Gmail when new invoices are posted to Workbooks CRM
Send emails via Gmail when new invoices are posted to Workbooks CRMAdd sales leads to Workbooks CRM when you label new emails in Gmail [Business Gmail Accounts Only]
Add sales leads to Workbooks CRM when you label new emails in Gmail [Business Gmail Accounts Only]
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
- Workbooks CRM
Triggers when a new case is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new organisation is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new person is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new sales lead is created.
Instant
Trigger
- Workbooks CRM
Triggers when a credit note is posted.
Instant
Trigger
- Workbooks CRM
Triggers when an invoice is complete and its status posted.
Instant
Trigger
- Workbooks CRM
Adds a new member to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Adds a new status to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new case.
Scheduled
Action
- Workbooks CRM
Creates a new Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new organisation.
Scheduled
Action
- Workbooks CRM
Creates a new person.
Scheduled
Action
- Workbooks CRM
Creates a new sales lead.
Scheduled
Action
- Workbooks CRM
Creates a new task.
Scheduled
Action
- Workbooks CRM
Update an existing member of a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign status.
Scheduled
Action
- Workbooks CRM
Find an organisation.
Scheduled
Action
- Workbooks CRM
Find a person.
Scheduled
Action
- Workbooks CRM
Find a sales lead.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign member.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign status.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find organisation.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find person.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find sales lead.
Scheduled
Action
How Gmail + Workbooks CRM Integrations Work
- Step 1: Authenticate Gmail and Workbooks 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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