When this happens...
GmailNew Labeled Email
Then do this...
Workbooks CRMCreate Sales Lead

Get your prospects out of your inbox and into your CRM seamlessly with this integration. After you set it up, whenever you add a designated label to a new email in Gmail, Zapier will add that email sender to Workbooks CRM as a new sales lead. That way, your leads won't fall into the black hole of your inbox.

How this Gmail-Workbooks CRM

  1. An email is labeled in Gmail
  2. Zapier adds the email sender to Workbooks CRM as a new sales lead

Apps involved

  • Gmail
  • Workbooks CRM

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Gmail + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Gmail
New Email Matching Search

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

Gmail
Create Draft

Create (but do not send) a new email message.

Gmail
New Labeled Email

Triggers when you receive a new email and label it within two days.

Gmail
Send Email

Create and send a new email message.

Gmail
New Attachment

Triggers when you receive a new attachment (triggers once per attachment).

Gmail
Add Label to Email

Add a label to an email message.

Gmail
New Starred Email

Triggers when you receive a new email and star it within two days.

Gmail
Create Label

Creates a new label.

Gmail
New Thread

Triggers when a new thread starts.

Workbooks CRM
Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

One of the most popular email services, Gmail keeps track of all your emails with treaded conversations, tags, and Google-powered search to locate find any message you need.

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.