Gmail + WORKetc CRM

Gmail + WORKetc CRM integrations

Create drafts in Gmail when new companies are added in WORKetc CRM

Streamline your sales and communication process with this simple workflow. When a new company is created in your WORKetc CRM, a draft email will be set up in your Gmail account, ready to send. Save time on draft creation and allow your team to maintain a consistent, professional approach. Perfect for businesses seeking efficient and cohesive communication strategies.

When this happens...
New Company CreatedTriggers when a new company contact is created.
TriggerInstant
automatically do this!
Create DraftCreate a draft email message.
ActionWrite

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More things you can do with WORKetc CRM and Gmail

Discover other triggers and actions you can use with WORKetc CRM and Gmail

- Tags
- Tag Options
- Lead Owner
- Sales Process
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of Update
  Required
Trigger
Instant
Try It
- Type of Update
  Required
- Tags
- Tag Options
- Lead Owner
Trigger
Instant
Try It
- Company Name
  Required
- Primary Email
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
Action
Write

- First Name
- Last Name
- Primary Email
- Company
- Cell Phone Number
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
Action
Write
- Lead
  Required
- Lead Name
- Sales Process
- Status
- Client
- Owner
- Referred By
- Value
- Source
- Close Date
- Description Type
- Description
- Add Tags
- Remove Tags
Action
Write

- Search Criteria
  Required
- Search Term
  Required
Action
Search
- Search Criteria
  Required
Action
Search
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

- Tags
- Tag Options
- Assigned To
- Project Type
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of Update
  Required
Trigger
Instant
Try It
- Project Type
  Required
Trigger
Instant
Try It
- Lead Name
  Required
- Sales Process
  Required
- Status
- Client
- Owner
- Referred By
- Tags
- Value
- Source
- Close Date
- Description Type
- Description
Action
Write
- Company
  Required
- Company Name
- Primary Email
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Person
  Required
- First Name
- Last Name
- Primary Email
- Company
- Job Title
- Cell Phone Number
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Contact Type
  Required
- Search Criteria
  Required
- Search Term
  Required
Action
Search
- 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

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 WORKetc CRM

WORKetc combines CRM, project management, billing, sales, help desk, and more with a powerful automation engine to drive your business to the next level.

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Related categories

CRM (Customer Relationship Management)