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Gmail + Workbooks CRM

Add sales leads to Workbooks CRM when you label new emails in Gmail [Business Gmail Accounts Only]

Get your prospects out of your inbox and into your CRM seamlessly with this integration. After you set it up, whenever you add a designated label to a new email in Gmail, Zapier will add that email sender to Workbooks CRM as a new sales lead. That way, your leads won't fall into the black hole of your inbox.

Get your prospects out of your inbox and into your CRM seamlessly with this integration. After you set it up, whenever you add a designated label to a new email in Gmail, Zapier will add that email sender to Workbooks CRM as a new sales lead. That way, your leads won't fall into the black hole of your inbox.

  1. When this happens...
    GmailGmail
    New Labeled Email

    Triggers when you label an email.

    TriggerScheduled
  2. automatically do this!
    Workbooks CRMWorkbooks CRM
    Create Sales Lead

    Triggers when a new sales lead is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It
    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
    • Search StringRequired

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label(s) to Add

    • Message to be LabeledRequired

    Action
    Write
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gmail logo

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.
Learn moreHelp

Related categories

  • Email
  • Google

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About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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