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Create or update contacts in TaxDome and Pipedrive from new Gmail emails

Capture new client information from Gmail emails, format the data with Formatter by Zapier, and update or create contact records in TaxDome and Pipedrive. This ensures organized follow-up and richer client engagement.

Create or update contacts in TaxDome and Pipedrive from new Gmail emails

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Overview

Capture new client information from Gmail emails, format the data with Formatter by Zapier, and update or create contact records in TaxDome and Pipedrive. This ensures organized follow-up and richer client engagement.

Create or update contacts in TaxDome and Pipedrive from new Gmail emails