Gmail + Urable
Update or create new Urable customers from matched Gmail emails
Stay organized and responsive to your clients with this efficient workflow. When you receive a new email in Gmail that matches a specific search, this automation will ensure that relevant customer information is updated or created in Urable. This way, you can maintain accurate records without manual data entry, allowing you to focus more on catering to your customers' needs.
Stay organized and responsive to your clients with this efficient workflow. When you receive a new email in Gmail that matches a specific search, this automation will ensure that relevant customer information is updated or created in Urable. This way, you can maintain accurate records without manual data entry, allowing you to focus more on catering to your customers' needs.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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