1.Captures new sent email details
Integrate Gmail and email parsing tools to capture recipients, subject, and timestamp to update deal contact context.
Update deal records from sent emails to CRM
Automatically monitor new sent emails across Gmail and business contact domains. Update matching deal records in Airtable so your team sees fresh email activity without manual CRM logging or copy-paste reporting.
How this automation updates your deal contact timeline
When new sent emails occur, delays can leave deal timelines outdated and owners without same-day context. This automation captures message details, filters consumer domains, and updates matching Airtable deal recordsβso your team can track activity without chasing emails.
Gmailor swap with your favorite app
2.Extracts recipient domain for filtering
Integrate Formatter by Zapier and data transformation tools to split recipient emails and extract the primary domain to route valid business addresses.
Formatter by Zapieror swap with your favorite app
3.Stops on consumer email domains
Integrate Filter by Zapier and domain rules to continue only for non-consumer domains to prevent irrelevant updates.
Filter by Zapieror swap with your favorite app
4.Finds and updates matching deal record
Integrate Airtable and CRM record matching to find a matching deal by contact email and update last contact fields to keep history current.
Airtableor 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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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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