Gmail + Yardbook

Gmail + Yardbook integrations

Create new Yardbook leads from matching Gmail emails

Automatically convert new prospective client emails in Gmail into leads in Yardbook. This workflow makes it easier to manage more potential clients with less effort, helping to increase your business's growth. Instantly turn email communications into a streamlined lead creation process, keeping your customer base in Yardbook up-to-date.

When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Create LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with Gmail and Yardbook

Discover other triggers and actions you can use with Gmail and Yardbook

- 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
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
Try It
New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
Try It
New Survey Received
Trigger
Polling
Try It
New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
Try It
- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
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
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
Try It
New Business Profile Message
Trigger
Polling
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Polling
Try It
New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
Try It
- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
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 Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

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