Gmail + Zoho CRM

Create Zoho CRM module entries from new Gmail emails matching search criteria

Effortlessly manage your leads and contacts within Gmail by connecting it to Zoho CRM. With this workflow, whenever you receive a new email in Gmail that matches your search criteria, a new module entry will be created in Zoho CRM, keeping your customer data organized and up-to-date. Streamline your sales process and save time on data entry with this seamless automation.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

New Label
Triggers when you add a new label.
Trigger
Scheduled
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- Label or mailbox
Trigger
Scheduled
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
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- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It

Gmail + Zoho CRM

Create Zoho CRM module entries from new Gmail emails matching search criteria

Supported triggers and actions

New Attachment

New Labeled Email

New Email Matching Search

New Thread

Delete Email

Create Draft Reply

Send Email

Reply to Email

Find or Send Email

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

New Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

New Contact

New Module Entry