Followup CRM + Gmail

Add Followup CRM projects from new emails in Gmail

With this zap in place, you'll be able to automatically create bids and related documents in Followup CRM when getting new emails in Gmail. Save yourself from tedious data entry while keeping your projects in motion.

When this happens...
New Email
Triggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Create Project
Zap Project in Followup CRM OA Testing team
ActionWrite

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Supported triggers and actions

- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
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- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write

- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
Company Created
When a company is created on Followup, this Zap will be triggered
Trigger
Instant
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Contact Created
When a contact is created on Followup, this Zap will be triggered
Trigger
Instant
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Project Created
When a new project is created on Followup, this Zap will be triggered
Trigger
Instant
Try It
- Folder
- Include folders in subfolders
Trigger
Instant
Try It
Project Updated
When a project is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
Create Company Contact
Create Company Contact
Action
Write
- Project IDRequired
- Company IDRequired
- Contact ID
- Name
- Email
- Cell
- Title
- Date
- Status
Action
Write
- Project
- Project NameRequired
- Help TextRequired
- FileRequired
Action
Write

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
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- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write
Company Updated
When a company is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
Contact Updated
When a contact is updated on Followup, this Zap will be triggered
Trigger
Instant
Try It
- Folder
- Include files in subfolders
Trigger
Instant
Try It
- Folder
- Include files in subfolders
Trigger
Instant
Try It
Create Company
Create a Company
Action
Write
Create Project
Zap Project in Followup CRM OA Testing team
Action
Write
- uuidRequired
- Hail ImpactRequired
Action
Write

About Followup CRM

Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Followup CRM + Gmail

Add Followup CRM projects from new emails in Gmail

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

Company Created

Contact Created

Project Created

New Folder

Project Updated

Create Company Contact

Create Project Company Contact

Upload File to Project

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

Company Updated

Contact Updated

New File in Folder

New or Updated File

Create Company

Create Project

Hail Impact

About Followup CRM

Related categories

Similar apps

Zapier Interfaces

About Gmail

Related categories

Similar apps

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SMTP by Zapier

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