BoardCRM + Gmail

Send Gmail emails for new deal status updates in BoardCRM

Use this automation to inform your customers about deal status updates in BoardCRM via Gmail.

When this happens...
Update Deal Status
Triggers when a deal status is updated.
TriggerPolling
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Add Comment to Deal
Triggers when a new comment is added to a deal.
Trigger
Polling
Try It
Expired Deal Deadline
Triggers when a deal deadline is expired.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
Successful Deal Deadline
Triggers when a deal deadline is successful.
Trigger
Polling
Try It
Update Deal Status
Triggers when a deal status is updated.
Trigger
Polling
Try It

- Deal IDRequired
- Comment Content
Action
Write
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write

- Deal IDRequired
- New Status
Action
Write
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- 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

Add Tag to Deal
Triggers when a new tag is added to a deal.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is failed.
Trigger
Polling
Try It
Set Deal Deadline
Triggers when a deal deadline is changed.
Trigger
Polling
Try It
Update Deal
Triggers when a deal is updated.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is successful.
Trigger
Polling
Try It
- Deal IDRequired
- Tag
Action
Write
- Deal IDRequired
- Deal Start Time
- Deal End Time
Action
Write
- Deal IDRequired
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
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
Try It
- 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

About BoardCRM

Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.

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

Related categories

Similar apps

BoardCRM + Gmail

Send Gmail emails for new deal status updates in BoardCRM

Add Comment to Deal

Expired Deal Deadline

New Deal

Successful Deal Deadline

Update Deal Status

Add Comment

Create Deal

Set Deal Status

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

Add Tag to Deal

Lost Deal

Set Deal Deadline

Update Deal

Won Deal

Add Tag

Set Deal Deadline

Update Deal

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

About BoardCRM

Related categories

Similar apps

Zapier Interfaces

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365