Gmail + Perfex CRM

Create tasks in Perfex CRM for every new email in Gmail

Stay organized and increase productivity by connecting Gmail to Perfex CRM. With this workflow, each new email you receive in your Gmail inbox will now result in the creation of a corresponding task in Perfex CRM. Say goodbye to the hassle of manual entries and enjoy more efficient email handling.

Stay organized and increase productivity by connecting Gmail to Perfex CRM. With this workflow, each new email you receive in your Gmail inbox will now result in the creation of a corresponding task in Perfex CRM. Say goodbye to the hassle of manual entries and enjoy more efficient email handling.

  1. When this happens...
    GmailGmail
    New Email

    Triggers when a new email appears in the specified mailbox.

    TriggerPolling
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Task

    Creates a Task in system.

    ActionWrite
Start free with email
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Supported triggers and actions

    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label/Mailbox

    Trigger
    Polling
    Try It
gmail logo
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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perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)