1.Detects new sent message labeled SENT
Integrate Gmail and inbox activity tools to catch new sent message events and start partner outreach logging.
Update partner CRM record after sending outreach email
Automatically monitor new sent message events in Gmail across partner outreach domains. Update matching Airtable partner records with a fresh last contact date, route only for external domains, and log the contacted methodβso you can avoid manual CRM updates and missed touchpoints.
How this automation updates your partner records
When a sent outreach message arrives labeled SENT, manual logging can leave partner data outdated. This automation finds the matching partner record, formats last-contact date, and updates Airtable contact fieldsβso your team can see fresh outreach details.
Gmailor swap with your favorite app
2.Splits recipient domain values
Integrate Formatter by Zapier and data parsing tools to extract recipient domains to prepare external recipient filtering.
Formatter by Zapieror swap with your favorite app
3.Filters to external recipient domains
Integrate Filter by Zapier and domain filtering rules to continue only for qualifying external domains to avoid consumer domains.
Filter by Zapieror swap with your favorite app
4.Finds the matching partner record
Integrate Airtable and CRM lookup tools to find the partner row by mapping source recipient email to the search value.
Airtableor swap with your favorite app
5.Formats todayβs last contact date
Integrate Formatter by Zapier and date formatting tools to format the workflow timestamp to set the last-contact date.
6.Updates partner contact fields
Integrate Airtable and CRM record tools to update the found partner row with last-contact date, contact method, and contacted flag.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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