Connect WORKetc CRM and Email by Zapier to unlock the power of automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate WORKetc CRM with Email by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead Created" from WORKetc CRM.

Add your action

An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.

You’re connected!

Zapier seamlessly connects WORKetc CRM and Email by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Tags
- Tag Options
- Lead Owner
- Sales Process
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of Update
  Required
Trigger
Instant
Try It
- Type of Update
  Required
- Tags
- Tag Options
- Lead Owner
Trigger
Instant
Try It
- Company Name
  Required
- 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
- Lead
  Required
- Lead Name
- Sales Process
- Status
- Client
- Owner
- Referred By
- Value
- Source
- Close Date
- Description Type
- Description
- Add Tags
- Remove Tags
Action
Write

- Search Criteria
  Required
- Search Term
  Required
Action
Search
- Search Criteria
  Required
Action
Search
- Setup Directions
Trigger
Instant
Try It

- Tags
- Tag Options
- Assigned To
- Project Type
Trigger
Instant
Try It
- Primary Email Present
- Tags
- Tag Options
Trigger
Instant
Try It
- Type of Update
  Required
Trigger
Instant
Try It
- Project Type
  Required
Trigger
Instant
Try It
- Lead Name
  Required
- Sales Process
  Required
- Status
- Client
- Owner
- Referred By
- Tags
- Value
- Source
- Close Date
- Description Type
- Description
Action
Write
- Company
  Required
- Company Name
- Primary Email
- LinkedIn URL
- Twitter URL
- Facebook URL
- Add Tags
- Remove Tags
- Add Mailing List
- Remove Mailing List
Action
Write
- Person
  Required
- 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 Type
  Required
- Search Criteria
  Required
- Search Term
  Required
Action
Search
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect WORKetc CRM and Email by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Email by Zapier on the Zapier blog

Make work flow with AI

Level up your WORKetc CRM to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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Related categories

CRM (Customer Relationship Management)

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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