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Question

How do I reply to a thread in Gmail instantly

  • July 10, 2024
  • 8 replies
  • 266 views
R

As part of a sales flow, there are certain leads that need to be escalated from our sales admin to our sales lead. When escalating I’m looking for one step (ideally triggered from Chrome extension) where I can add a reply to a thread (but don’t send) and add the needed forward address to BCC. The CRM we’re moving to either supports syncing ALL mails replied to (not ideal) or ones where the forward address is added to BCC. So the sales admin will need to remember to add the forward to BCC and have quick access to the address when needed. 

 

I found a workaround to my use case as detailed here but it uses polling so requires the admin to wait 2 minutes and refresh their screen. 

 

I’m ideally looking to create an instant trigger. Go to Chrome extension and select the specific Zap and boom. Template reply is created as a draft and BCC address added. 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 10, 2024

Hi @route38 

Info about Zapier Chrome Extension:
https://zapier.com/apps/zapier-chrome-extension/integrations#triggers-and-actions

https://help.zapier.com/hc/en-us/articles/8496306654349-Use-the-Zapier-Chrome-extension

 

Try one of these Gmail Zap actions…

Triggers/Actions: https://zapier.com/apps/gmail/integrations#triggers-and-actions

Help: https://zapier.com/apps/gmail/help

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
R
  • route38
  • Author
  • New
  • July 11, 2024

Thanks, Troy. I’ve set this up already but what’s missing between action in the chrome plugin to creating the draft reply is ‘Which mail do I create the reply?”

 

When prompted to select the thread I either have to select one as part of the Zap (isn’t correct as it will be a new email each time) or figure out how to either search for the right email. Or better, yet set it somehow to the current one I’m viewing.

 

So here’s my ‘draft gmail reply’ settings where I can choose the thread. Either set one specific email in my inbox forever or custom.

 

In theory, the Zapier Tab URL option should be great. If it could look at the specific browser url, it contains the message ID of the correct email to reply to. But in the settings, it seems to hard code zapier.com.

 

So I’m stuck on how to I find the right email to add the draft reply to?!?

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 11, 2024

@route38 

This available variables in the screenshot have dummy data values.

Try turning ON and testing live.

Then check the Zap Runs history to see the DATA IN/OUT for each step to help you trace and troubleshoot: https://zapier.com/app/history/

 

Info about Zapier Chrome Extension:
https://zapier.com/apps/zapier-chrome-extension/integrations#triggers-and-actions

https://help.zapier.com/hc/en-us/articles/8496306654349-Use-the-Zapier-Chrome-extension

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • July 18, 2024

Hi there, @route38! 👋

I just wanted to check in here to see how things are going on this. Were you able to solve things by setting up the Zap using the fields with those example “dummy” values as Troy suggested?

Keen to ensure you’re all set here so let us know if you’re in need of any further help at all!

R
  • route38
  • Author
  • New
  • July 18, 2024

unfortunately not as it didn’t help.

 

data in:

 

 

data out:

_zap_search_was_found_status:

false

logs:

 

ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • July 19, 2024

Hi @route38,

I’m jumping in to see if I can help!

Have you tried remapping the “Search String” field of the “Find Email” step to the Title data of the Zapier Chrome extension instead?

I'll be keeping an eye out for your response!

R
  • route38
  • Author
  • New
  • July 24, 2024

Sorry for the delay. I’m pretty sure I responded a few days ago but …

 

Yes, I’ve tried that but still isn’t working. 

 

If possible to share specific screenshots or a video on how to set it up properly (if possible), would be amazing.

ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • July 29, 2024

Hi @route38,

Could you please share an update screenshot of your setup? This will help us get a closer look and provide a better suggestion.

I'll be keeping an eye out for your response!

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