Gmail + Xamtac CRM

Gmail + Xamtac CRM integrations

Send email from Gmail when leads update in Xamtac CRM

Streamline your communication process with this efficient workflow. When there's an update to a lead in Xamtac CRM, an immediate email is sent via Gmail to keep your team in the loop. This process not only enhances team coordination but also helps foster stronger customer relationships by ensuring you stay connected and informed about each lead's latest information.

When this happens...
Lead UpdateTriggers when a lead gets updated.
TriggerInstant
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Xamtac CRM and Gmail

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

- CRM List Id
  Required
Trigger
Instant
Try It
- CRM List Id
  Required
Trigger
Instant
Try It
- CRM List Id
  Required
- Lead Id
  Required
- Display Name
- First Name
- Last Name
- Company
- Email
- Main Phone
- Mobile Phone
- Work Phone
- Fax Number
- Address Line 1
- Address Line 2
- Postal Code
- City
- State
Action
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

- CRM List Id
  Required
Trigger
Instant
Try It
- CRM List Id
  Required
- Display Name
  Required
- First Name
- Last Name
- Company
- Email
- Website
- Main Phone
- Mobile Phone
- Work Phone
- Fax Number
- Address Line 1
- Address Line 2
- Postal Code
- City
- State
Action
Write
- 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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Google

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About Xamtac CRM

Xamtac CRM is a powerful component of the Xamtac marketing ecosystem, designed to streamline customer relationship management for businesses.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Send emails in Gmail when status updates occur in the Xamtac CRM

Related Zap Templates

Send emails in Gmail when status updates occur in the Xamtac CRM