Good Afternoon
I am in need of some help. I have no clue how to set this up. I created an alias email for sales. As I send emails from this email I need it to but placed in my CRM as a lead. Using Zoho mail and a CRM called PMsuite. I’ve already connected my email to PMsuite.
I would like to set up a zap to create a new lead when I email from my sales email and create automatic follow up emails as well.
Can someone point me in the right direction of setting this up please.?
Thank you
+14Hi
PMSuite does not have a public Zap app integration listed here: https://zapier.com/apps
Try reaching out to PMSuite Support for help with their app and possible guidance about ways to integrate with API endpoints and webhook events, which are supported in Zaps.
If you are looking to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory
+11Hey there
Troy's spot on, PMSuite isn't available on Zapier just yet. It’s on our new app wishlist so I added your vote for it. I can't give any estimate on when/if it might be added but we'll post an update here if it does become available though.
For now, you could try one of the workarounds in these guides, or work with a Zapier Solution Partner if you'd prefer more hands-on help:
If you run into trouble, just let us know and we’ll be happy to help 🙂
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