Gmail + WORKetc CRM

Create drafts in Gmail when new companies are added in WORKetc CRM

Streamline your sales and communication process with this simple workflow. When a new company is created in your WORKetc CRM, a draft email will be set up in your Gmail account, ready to send. Save time on draft creation and allow your team to maintain a consistent, professional approach. Perfect for businesses seeking efficient and cohesive communication strategies.

When this happens...
New Company Created
Triggers when a new company contact is created.
TriggerInstant
automatically do this!
Create Draft
Create a draft email message.
ActionWrite

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Supported triggers and actions

- Tags
- Tag Options
- Lead Owner
- Sales Process
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of UpdateRequired
Trigger
Instant
Try It
- Type of UpdateRequired
- Tags
- Tag Options
- Lead Owner
Trigger
Instant
Try It
- Company NameRequired
- Primary Email
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
Action
Write

- First Name
- Last Name
- Primary Email
- Company
- Cell Phone Number
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Tags
Action
Write
- LeadRequired
- Lead Name
- Sales Process
- Status
- Client
- Owner
- Referred By
- Value
- Source
- Close Date
- Description Type
- Description
- Add Tags
- Remove Tags
Action
Write

- Search CriteriaRequired
- Search TermRequired
Action
Search
- Search CriteriaRequired
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

- Tags
- Tag Options
- Assigned To
- Project Type
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of UpdateRequired
Trigger
Instant
Try It
- Project TypeRequired
Trigger
Instant
Try It
- Lead NameRequired
- Sales ProcessRequired
- Status
- Client
- Owner
- Referred By
- Tags
- Value
- Source
- Close Date
- Description Type
- Description
Action
Write
- CompanyRequired
- Company Name
- Primary Email
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- PersonRequired
- First Name
- Last Name
- Primary Email
- Company
- Job Title
- Cell Phone Number
- Address Type
- Address - Street
- Address - City
- Address - State/Province
- Address - Zip Code
- Address - Country
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Contact TypeRequired
- Search CriteriaRequired
- Search TermRequired
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 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

About WORKetc CRM

WORKetc combines CRM, project management, billing, sales, help desk, and more with a powerful automation engine to drive your business to the next level.

Related categories

CRM (Customer Relationship Management)

Gmail + WORKetc CRM

Create drafts in Gmail when new companies are added in WORKetc CRM

New Lead Created

New Company Created

Updated Company

Updated Lead

Create Company

Create Person

Update Lead

Find Employee Contact

Find Lead

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

New Project Created

New Person Created

Updated Person

Updated Project

Create Lead

Update Company

Update Person

Find Person or Company Contact

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 Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About WORKetc CRM

Related categories