Integrate PortalCX with Gmail to automate your work
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Zapier makes it easy to integrate PortalCX with Gmail - no code necessary. See how you can get setup in minutes.
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Quickly connect PortalCX to Gmail with a Zapier template.
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Connect PortalCX and Gmail to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Referral
Triggers when a new referral is generated from a customer portal.
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- NameRequired
- EmailRequired
- Phone NumberRequired
- Notify Via EmailRequired
- Notify Via TextRequired
- Complete First Stage?
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Portal IDRequired
- Stage LabelRequired
- Stage ID
- Date CompletedRequired
- New Label
Triggers when you add a new label.
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