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Mailtrack + Zoho Books

Create new Zoho Books customers from Mailtrack first open notifications

Stay on top of your leads with this Mailtrack and Zoho Books automation. Whenever a new Mailtrack notification is received for the first email open, a customer will be created in Zoho Books. This seamless workflow ensures you can easily track and manage prospective clients, saving you time and effort on manual processes.

Stay on top of your leads with this Mailtrack and Zoho Books automation. Whenever a new Mailtrack notification is received for the first email open, a customer will be created in Zoho Books. This seamless workflow ensures you can easily track and manage prospective clients, saving you time and effort on manual processes.

  1. When this happens...
    MailtrackMailtrack
    First Open Notification

    Triggers when someone open an email for the first time.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Mailtrack triggers, actions, and search

    First Click Notification

    Triggers when someone click on a tracked link for the first time.

    Trigger
    Instant
    Try It
  • Mailtrack triggers, actions, and search

    First PDF View Notification

    Triggers when someone view a PDF for the first time.

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
  • Mailtrack triggers, actions, and search

    First Open Notification

    Triggers when someone open an email for the first time.

    Trigger
    Instant
    Try It
    • Recipient (To)Required

    • SubjectRequired

    • BodyRequired

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
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About Mailtrack

Mailtrack is an email tracking extension for Gmail. With Mailtrack, you can see how people interact with the emails you send from Gmail. Track if your emails have been opened, links have been clicked, and much more!
Learn moreHelp

Related categories

  • Email
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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories