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.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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