1.Detects new Sent label email
Integrate Gmail to map message details into a CRM note draft and capture a unique identifier for dedupe.
Add sent emails as client notes in CRM
Automatically monitor new email in Sent label across Gmail, Zapier Tables, Looping by Zapier, Redtail CRM, and Code by Zapier (or Formatter). Create and update when sent label messages arrive or recipient details appear or campaign markers matchβso you can create contact notes, dedupe messages, and skip excluded addresses without manual reporting.
How this automation centralizes client notes in your CRM
When new emails land in Gmail Sent label, manual logging wastes time and risks missing key client communication. This automation captures sent message details, checks exclusions, and creates or updates contact notes and contactsβso your team sees every interaction in your CRM.
Gmailor swap with your favorite app
2.Checks exclusion table for recipient
Integrate Zapier Tables to look up recipient email in the exclusion table and skip non client addresses.
Zapier Tablesor swap with your favorite app
3.Processes each recipient email
Integrate Looping by Zapier to iterate recipient addresses and process one email at a time.
Looping by Zapieror swap with your favorite app
4.Creates a contact note on match
Integrate Redtail CRM to find the contact by email and create a note with date, author, subject, and body.
Redtail CRMor swap with your favorite app
5.Creates contact and logs note when missing
Integrate Code by Zapier (or Formatter) and Redtail CRM to parse names, create a new contact, and log the same note.
Code by Zapieror swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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