Integrate Jetpack CRM with Gmail for Workspace
Send information between Jetpack CRM and Gmail for Workspace automatically, without writing any code, using Zoho Flow.
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Send a welcome email using Gmail for Workspace when a new company is created in Jetpack CRM
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will generate a welcome email using Gmail for Workspace for every new company created within Jetpack CRM.
How it works
- The flow triggers when a new company is created in Jetpack CRM.
- Zoho Flow sends a new email in Gmail for Workspace.
Send a welcome email using Gmail for Workspace when a new company is created in Jetpack CRM
Jetpack CRM + Gmail for Workspace
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Supported triggers and actions
Integrate Jetpack CRM and Gmail for Workspace using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
Email received from a user
Triggers when a new email is received from the specified user
Email starred
Triggers when a received email is starred
Email received
Triggers when a new email is received
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
Draft email
Creates a new email
Create label
Creates a new label
Send email
Sends a new email
Fetch labels
Fetches labels from the mailbox
Fetch email
Fetches an email by its unique message ID
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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