Engage CRM + Gmail

Add or edit contacts in Engage CRM for every new Gmail email

Stay organized and improve your productivity with this integrated workflow. When you receive a new email in Gmail, it will instantly add or update a contact in your Engage CRM. This streamlined process helps you keep your contact management up-to-date and reduces the chances of important information slipping through the cracks. Make this process a part of your efficient business continuity plan.

When this happens...
New Email
Triggers when a new email appears in the specified mailbox.
TriggerPolling
automatically do this!
Add or Edit Contact
Add a new contact or edit an existing contact in SalesOptima
ActionWrite

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Supported triggers and actions

- 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
- Contact PropertiesRequired
Trigger
Instant
Try It
- LinkCodeRequired
- Contact SettingsRequired
- Contact OverwriteRequired
- ContactId
- First Name
- Last Name
- Salutation
- Title
- Company Name
- Address 1
- Address 2
- Address 3
- City
- State
- Zip
- Country
- Phone
- Home Phone
- Check Duplicates by Phone
- Mobile
- Check Duplicates by Mobile
- Other Phone
- Fax
- Other Fax
- Email
- Email 2
- Email 3
- Website
- Comments Title
- Comments
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Custom 11
- Custom 12
- Custom 13
- Custom 14
- Custom 15
- Custom 16
- Custom 17
- Custom 18
- Custom 19
- Custom 20
- Check 1
- Check 2
- Check 3
- Check 4
- Check 5
- Check 6
- Class 1
- Class 2
- Class 3
- Class 4
- Class 5
- Class 6
- Class 7
- Class 8
- Custom Date 1 Title
- Custom Date 1
- Custom Date 2 Title
- Custom Date 2
- Custom Date 3 Title
- Custom Date 3
- Add Tag
- Force Owner
- Referral URL
- Text Message Opt In
- Email Info Compliance Text
- Email Info Subscribe
- Email Promo Subscribe
- Email Promo Compliance Text
- Metric Title 1
- Metric Value 1
- Metric Title 2
- Metric Value 2
- Metric Title 3
- Metric Value 3
- Metric Title 4
- Metric Value 4
- Metric Title 5
- Metric Value 5
- Metric Title 6
- Metric Value 6
- Metric Title 7
- Metric Value 7
- Metric Title 8
- Metric Value 8
- Metric Title 1
- Metric Value 9
- Metric Title 10
- Metric Value 10
- Note Type Code
- Note 1 Title
- Note 1
- Note 2 Title
- Note 2
- Note 3 Title
- Note 3
- Note 4 Title
- Note 4
- Note 5 Title
- Note 5
- Note 6 Title
- Note 6
- Note 7 Title
- Note 7
- Note 8 Title
- Note 8
- Note 9 Title
- Note 9
- Note 10 Title
- Note 10
- Multi Comments 1 Title
- Multi Comments 1
- Multi Comments 2 Title
- Multi Comments 2
- Multi Comments 3 Title
- Multi Comments 3
- Multi Comments 4 Title
- Multi Comments 4
- Multi Comments 5 Title
- Multi Comments 5
- Multi Comments 6 Title
- Multi Comments 6
- Multi Comments 7 Title
- Multi Comments 7
- Multi Comments 8 Title
- Multi Comments 8
- Multi Comments 9 Title
- Multi Comments 9
- Multi Comments 10 Title
- Multi Comments 10
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
- Select an EventRequired
- Contact PropertiesRequired
Trigger
Instant
Try It

About Engage CRM

SalesOptima is an online CRM service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

Related categories

Sales & CRM

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

Engage CRM + Gmail

Add or edit contacts in Engage CRM for every new Gmail email

Supported triggers and actions

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

Contact Modified

Add or Edit Contact

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

Contact Event Fired

About Engage CRM

Related categories

About Gmail

Related categories

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