1.Monitors matching sent emails
Integrate Gmail and email filtering tools to detect matching sent messages and capture sender, subject, and message body for logging.
Update deal tracker from outbound email threads automatically
Automatically monitor outbound sent messages matching your query across Gmail and Google Sheets. Create and update email logs and deal tracker records when outbound message matches criteria, sent thread qualifies, or sender is in scopeβso you can format timestamps, create audit rows, and update last interaction notes without manual logging.
How this automation updates your deal tracker
When outbound emails meeting your criteria stay unlogged, deal activity history gets out of date and follow-up timing slips. This automation captures matching sent message details and adds email-log audit rows and updates your deal trackerβso your team can trust the latest interaction record.
Gmailor swap with your favorite app
2.Formats the sent timestamp
Integrate Formatter by Zapier and time formatting tools to convert the raw sent timestamp into a readable timestamp for the log.
Formatter by Zapieror swap with your favorite app
3.Creates an email log row
Integrate Google Sheets and spreadsheet logging to create a new audit row with sender name, log timestamp, and subject.
Google Sheetsor swap with your favorite app
4.Updates the deal tracker
Integrate Google Sheets and CRM tracking to update the matching deal row with the last contact timestamp and notes link.
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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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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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