Manage new Gmail emails by updating contacts in VanillaSoft
Boost your lead management process by directly linking your email interactions with your sales follow-ups. Whenever a new email that matches your criteria lands in your Gmail, this workflow pushes that email content to your VanillaSoft platform as a new or updated contact. It's an efficient way to ensure your sales team has the most up-to-date contact information right at their fingertips, eliminating the need for manual data entry. It works silently in the background, freeing you up to focus more on building strong business connections.
Boost your lead management process by directly linking your email interactions with your sales follow-ups. Whenever a new email that matches your criteria lands in your Gmail, this workflow pushes that email content to your VanillaSoft platform as a new or updated contact. It's an efficient way to ensure your sales team has the most up-to-date contact information right at their fingertips, eliminating the need for manual data entry. It works silently in the background, freeing you up to focus more on building strong business connections.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Add/Update Contact
Add or Update a Contact.
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