Apizeal + Gmail

Send email in Gmail when new leads are created in Apizeal

Streamline your lead management with this simple workflow. Once a new lead is created in the Apizeal app, an email will be sent through Gmail swiftly and efficiently. No more manual emailing or risk of forgetting to follow up - the entire process is automated, thus saving you time and ensuring consistent communication with your leads. This workflow offers a strong solution to manage your leads more effectively.

When this happens...
Lead Created
Triggers when a new lead is created in Apizeal
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
Try It
Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
Try It
- TitleRequired
- Description
- StartRequired
- EndRequired
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write

- Effective DateRequired
- Program IDRequired
- User ID
- Income
- Address (JSON)
- Policy Holder First NameRequired
- Policy Holder Middle Name
- Policy Holder Last Name
- Policy Holder Second Last Name
- Policy Holder Email
- Policy Holder Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant?
- Members (JSON array)
- Quantity of Members
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write

- Last NameRequired
- Email addressRequired
- PhoneRequired
- Date of BirthRequired
- Search in Contacts, Leads, or both
Action
Search
- Last NameRequired
- Date of BirthRequired
- Zip CodeRequired
- Product Type
Action
Search
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

Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
Try It
Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
Try It
User Created
Triggers when a user is created in Apizeal
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Last Name
- Full Name
- Email AddressRequired
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access RoleRequired
- Source (Integration Name)
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write
- Contact IDRequired
- Product Type
Action
Search
- 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

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

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

Related Zap Templates

Send email via Gmail when new contacts are created in Apizeal

Send emails through Gmail when new contacts are created in Apizeal

Apizeal + Gmail

Send email in Gmail when new leads are created in Apizeal

Contact Created

Lead Created

Quote Created

Form Signed

Create Calendar Event

Create/Update Policy

Send SMS to a Contact

Get Contact by Personal Information

Get Policy by Date of Birth, Zip Code and Last Name

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

Calendar Event Created

Policy Created

User Created

Create/Update Contact

Create/Update Lead

Create/Update User

Send SMS to an User

Get Last Policy by Contact ID

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

About Apizeal

Related categories

Similar apps

Zapier Interfaces

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

Related Zap Templates

Related Zap Templates