Add sales leads to Workbooks CRM when you label new emails in Gmail

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
Add sales leads to Workbooks CRM when you label new emails in Gmail
Gmail integration logo

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 integration logo

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.

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