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Best answer

Zap to get emails into Consumer Factor CRM

  • February 20, 2021
  • 5 replies
  • 54 views
C

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?

Best answer by AndrewJDavison

@Cjlmulti 

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

 

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

5 replies

AndrewJDavison
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  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • February 21, 2021

Hi @Cjlmulti 

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

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
C
  • CjlmultiBeginner
  • Author
  • Beginner
  • February 21, 2021

I use gmail and the customer factor

AndrewJDavison
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  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • February 22, 2021

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

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
C
  • CjlmultiBeginner
  • Author
  • Beginner
  • February 22, 2021

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. 

AndrewJDavison
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  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • Answer
  • February 23, 2021

@Cjlmulti 

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

 

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
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