Hi everyone!
I’m new to Zapier so I’m hoping more advanced users might have an answer to this.
We use Streak CRM natively in Gmail to manage our contacts. I am trying to manage an inbound sales pipeline where I receive multiple requests every day for nearly 30 products. Though I’m able to keep up with requests, I am struggling to tag each email with a new Streak box as it comes in.
I’m looking to completely automate the process of creating a box and tagging an incoming email to that box. I made a Zap to make new Streak box per incoming email that would have the same name as the email subject line. It works perfectly.
However, Streak/Gmail/Zapier doesn’t actually add the email or thread to the new box, so I still have to go in manually and add the email to the box that was just created. I can’t figure out how to do the second part of this task with any of the free or paid features. The closest I was able to get with a custom command was automatically adding any incoming email to one (1) specific box, but not the new box that Zapier created just for that email.
What can I do? Is there a way I can create a new Zap that will add any email with the subject line that is exactly the same as a box’s name to that particular box?
Thanks!