Gmail + Perfex CRM

Send emails in Gmail for new tasks in Perfex CRM

Save time on task management with this straightforward workflow. When a new task is created in your Perfex CRM, an email is promptly sent from your Gmail account presenting the task details. This eliminates the need to manually send task updates via email and keeps your team informed instantly. Boost your productivity by letting this automation streamline your task communication process.

Save time on task management with this straightforward workflow. When a new task is created in your Perfex CRM, an email is promptly sent from your Gmail account presenting the task details. This eliminates the need to manually send task updates via email and keeps your team informed instantly. Boost your productivity by letting this automation streamline your task communication process.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Task

    Triggers when a new task is created.

    TriggerPolling
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

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gmail logo

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.
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Related categories

  • Email
  • Google

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About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
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Related categories

  • CRM (Customer Relationship Management)