Airtable zapier gmail4/13/2024 You could also create a list of add emails that you starred each week with a workflow like: So you could create a Zapier workflow that says: Stars and labels are great for helping you process emails.įor example, you could have a system that if you star an email in Gmail, that means it needs your attention later. This requires setting up auto-forwarding rules in Gmail to send to a special email at Zapier that extracts the info. So in the “lead email” example above, you could pull the person’s name, email and phone number out of the email and add them directly to your CRM. Zapier Email Parser can actually extract information from emails. There is another way to get notifications for emails like these that can be even better. What you do here is going to depend on your process.Ī quick note before we move on. Instead of using Trello, for really important emails you might want to send yourself an SMS, or send yourself a message in Slack. This makes it easy to view the original email simply by clicking the link in the Trello card. In the Description box, you’ll see a reference to the “Message URL” from the Gmail trigger. In the example above, I’m adding a card to my Trello. The second part is to decide how you want to notify yourself when this email comes in. Test the trigger to make sure it gets the right email.Choose “New Email Matching Search” as the trigger event.Now let’s actually look at how to set up the workflow. If I wanted to get a notification every time a HARO email has the word “automation” in it, I could use a search like this (“HARO automation”) HARO is a site where you can reply to journalist requests – they use HARO to find experts that they quote in their articles. HARO – Help A Reporter Out keyword notifications Some other examples of searches you could try. You can learn more about Gmail’s search here. So first, just make sure your search is right. In Zapier, we can say “every time an email comes in that matches this search, send me a notification”. In this case we’re searching for “Auto quote submitted for Accounting job” oneflareĪnd we can see that the emails are shown below. Instead, let’s see how you can trigger a workflow from this email.įirst, go to Gmail and create a search that finds only these emails But email is a pretty crappy platform for that. If you’re that architect, you want to reply to that person ASAP to increase your chances of getting the job. The one above is from On eFlare, which is like Houzz, but for all types of businesses, not just professionals. The architect receives an email that look like the one below.Client finds one they like and requests a quote.There are lots of “directory” sites that help connect businesses with people looking for services.įor example, Houzz is a site where a client goes to find home improvement professionals. One that I see a lot with my clients is when they receive leads by email. “New email matching search” is an amazing trigger that can help you process emails, or let you trigger alerts when you receive a very specific type of email. Now let’s have a look at some workflow ideas for these triggers and actions. If you’d like to learn more about how searches work, consider taking my Zapier Mastery course. In the screenshots above, you’ll notice there are “searches” as well, but for this post they are getting a bit too advanced. I have bolded the ones that I think are the most useful, which you’ll learn more about in this post. Here are the triggers available as I write this.
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