Question

Email to CRM Zap

  • 21 February 2021
  • 5 replies
  • 15 views

I am just curious, is there a way for me to have emails I receive from someone in my crm, to automatically load that email to my crm and notify me?


5 replies

Userlevel 7
Badge +10

Hi @Cjlmulti 

Possibly - although it will probably be quite clunky! Which CRM and email app do you use?

I use gmail and the customer factor

Userlevel 7
Badge +10

@Cjlmulti So you want new emails added as a note in your CRM?

Pretty much. I send out confirmation emails and such through my crm. Customers will respond back to me, but I would like those emails to go to my crm so it can be put in the notes. I really don’t know if this is possible but if so, it would help tremendously. 

Userlevel 7
Badge +10

@Cjlmulti 

Unfortunately, it doesn’t seem possible to create Consumer Factor notes with Zapier - only this:

 

Reply