1.Monitor new inbox email
Integrate Gmail, email routing tools, and inbox filters to watch for new email in INBOX and trigger the workflow.
Attach inbound emails to company records and status
Automatically monitor new email in INBOX across Gmail and Attio. Create and update notes and list status when new inbox email arrives, email headers match, or subject tags appearβso you can extract domains, attach plaintext notes, and update pipeline details without manual reporting.
How this automation logs inbound email activity
When new email hits your configured INBOX, manual logging can slow updates and cause missed context. This automation filters qualifying messages, parses tags, and attaches plaintext notes while updating company pipeline or list statusβso your team can act faster.
Gmailor swap with your favorite app
2.Filters qualifying inbound messages
Integrate Filter by Zapier and header checks to continue only for emails addressed to your configured inbox.
Filter by Zapieror swap with your favorite app
3.Extracts domain and parses subject tags
Integrate Code by Zapier and text parsing tools to extract a company domain and parse subject hashtags.
Code by Zapieror swap with your favorite app
4.Finds company by domain
Integrate Attio and CRM lookup tools to search for the company record by the extracted domain.
Attioor swap with your favorite app
5.Finds person by email
Integrate Attio and contact lookup tools to find a matching person record by email.
6.Creates note and updates list entry
Integrate Attio and note attachment tools to attach the plaintext note and update deal flow or list status.
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
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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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