Gmail + Xamtac CRM

Send email from Gmail when leads update in Xamtac CRM

Streamline your communication process with this efficient workflow. When there's an update to a lead in Xamtac CRM, an immediate email is sent via Gmail to keep your team in the loop. This process not only enhances team coordination but also helps foster stronger customer relationships by ensuring you stay connected and informed about each lead's latest information.

When this happens...
Lead Update
Triggers when a lead gets updated.
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

- CRM List IdRequired
Trigger
Instant
Try It
- CRM List IdRequired
Trigger
Instant
Try It
- CRM List IdRequired
- Lead IdRequired
- Display Name
- First Name
- Last Name
- Company
- Email
- Main Phone
- Mobile Phone
- Work Phone
- Fax Number
- Address Line 1
- Address Line 2
- Postal Code
- City
- State
Action
Write
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

- CRM List IdRequired
Trigger
Instant
Try It
- CRM List IdRequired
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Website
- Main Phone
- Mobile Phone
- Work Phone
- Fax Number
- Address Line 1
- Address Line 2
- Postal Code
- City
- State
Action
Write
- 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