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Gmail + Workiz

Create new Workiz leads from new Gmail emails

This workflow makes it easy to streamline your lead generation process within Workiz. Whenever you receive a new email in Gmail, it immediately creates a new lead in Workiz. This ensures your team never misses potential client info coming through your email inbox. Efficiently manage your business contacts and accelerate growth with this seamless process.

This workflow makes it easy to streamline your lead generation process within Workiz. Whenever you receive a new email in Gmail, it immediately creates a new lead in Workiz. This ensures your team never misses potential client info coming through your email inbox. Efficiently manage your business contacts and accelerate growth with this seamless process.

  1. When this happens...
    GmailGmail
    New Email

    Triggers when a new email appears in the specified mailbox.

    TriggerScheduled
  2. automatically do this!
    WorkizWorkiz
    Create Lead

    Schedules a new lead in your Workiz account.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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Related categories

  • Email
  • Google

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About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

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