1.Monitor matching client portal emails
Integrate Gmail and email search tools to detect matching portal notification emails for portal activity logging
Add CRM note and tag from client portal email
Automatically monitor new email matching search across Gmail and Follow Up Boss. Create and update when portal notifications arrive or portal activity appears in snippets or timestamps roll inβso you can log portal notes, tag contacts, and follow up without manual tracking.
How this automation logs portal activity in CRM
When portal notification emails hit your inbox, delayed logging can hide key context from sales outreach. This automation extracts details, creates CRM notes, and tags contactsβso your team can follow up from the moment portal activity happens.
Gmailor swap with your favorite app
2.Extract sender email and snippet
Integrate Formatter by Zapier and data parsing tools to extract sender email and isolate snippet as note content
Formatter by Zapieror swap with your favorite app
3.Format message timestamp for headers
Integrate Formatter by Zapier and date formatting tools to convert email timestamps into readable note headers
4.Create or find contact and note
Integrate Follow Up Boss and CRM records to find the contact and create a portal note with the snippet and date
Follow Up Bossor swap with your favorite app
5.Add portal activity tag to contact
Integrate Follow Up Boss and CRM tagging to apply the configured portal activity tag for easy filtering and reporting
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Capture complete sales records with automated email logging, meeting logging, and call logging
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