Gmail + Workbooks CRM

Gmail + Workbooks CRM integrations

Add sales leads to Workbooks CRM when you label new emails in Gmail [Business Gmail Accounts Only]

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.

When this happens...
New Labeled EmailTriggers when an email is labeled. Also triggers when a reply is added to the conversation.
TriggerPolling
automatically do this!
Create Sales LeadTriggers when a new sales lead is created.
ActionWrite

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More things you can do with Gmail and Workbooks CRM

Discover other triggers and actions you can use with Gmail and Workbooks 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 Organisation
Triggers when a new organisation is created.
Trigger
Instant
Try It
New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
Try It
Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Write
- Summary
  Required
- Assigned To
  Required
- Status
  Required
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Write
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Write
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Id
  Required
- Lock Version
  Required
- Member's Name
  Required
- Status
Action
Write
- Id
  Required
- Lock Version
  Required
- Organisation Name
- Assigned To
- Category
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Lead Person's Name
- Assigned To
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Search or write
- Status
  Required
- Marketing Campaign
  Required
- External Reference
- Marketing Campaign
  Required
- Status
  Required
Action
Search or write
- Organisation Name
- Website
- Object Reference
- External Reference
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Search or write
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Search or 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 Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Try It
- Lookup name
  Required
- Value
- Value list
- Default value
Action
Write
- Marketing Campaign
  Required
- Status
  Required
Action
Write
- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Product
- Line Description
- Quantity
  Required
- Unit price (document currency)
  Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
Action
Write
- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Subject
  Required
- Due Date
- Completed Date
- Assigned To
  Required
- Type
  Required
- Status
  Required
- Priority
  Required
- Primary Contact ID
- Primary Contact Type
- Description
Action
Write
- Id
  Required
- Lock Version
  Required
- Customer Order Name
- Assigned to
- Document Currency
- Customer Order Date
- Status
- Tax point date
- Accounting period ID
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Person Name
- Assigned To
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- Status
  Required
- Marketing Campaign
  Required
- External Reference
Action
Search
- Organisation Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Search or write
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Search or 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 Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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Send emails via Gmail when new invoices are posted to Workbooks CRM

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