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Gmail + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Gmail and Customerly

About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best Gmail and Customerly Integrations

  • Gmail Slack

    Gmail + Slack

    Send private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Slack Send Channel Message
    Do you want to keep your Slack’s teammates updated on every new email in Gmail? Take it easy, Appy Pie Connect will do it for you. Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. So, make your team collaboration more efficient by integrating your Gmail with Slack now.
    How this Gmail-Slack integration works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect will automatically notify every member on your Slack
    What You Need
    • A Gmail account
    • A Slack account
  • Gmail Google Drive

    Gmail + Google Drive

    Save new Gmail attachments (original file format) to Google Drive Read More...
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Google Drive Upload File
    It might be easy to selectively save Gmail attachments to Google Drive, but when you automate this process with Appy Pie Connect, it gets easier than easy. After setting up Gmail-Google Drive integration, attachments from all incoming Gmail emails will be automatically saved into your Google Drive in the original file format as they come from the sender (e.g. PDF, PNG or DOCX). So, don’t wait and try this integration now and automate repetitive tasks in your workflow.
    How it Works
    • A new email with an attachment is received in your Gmail account
    • Appy Pie Connect copies the attachment and saves it to your Google Drive account
    What You Need
    • A Gmail account
    • A Google Drive account
  • Gmail Google Sheets

    Gmail + Google Sheets

    Save Gmail emails matching certain traits to a Google Spreadsheet Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Tired of finding, copying and moving data from your Gmail account to Google spreadsheets? Don’t worry, Appy Pie Connect will automate this process in just a few minutes. You don’t need to learn to code, just set up search criteria (i.e. emails from: manager@office.com) to filter your emails so that whenever an email matching your specified criteria hits your inbox it’s automatically added to your Google Spreadsheet.
    How It Works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect copies the message and adds it to a new row in your Google Sheets
    What You Need
    • A Gmail account
    • A Google account(with access of Google spreadsheet)
  • Gmail Google Sheets

    Gmail + Google Sheets

    Add new incoming Gmail emails that match a label to Google Sheets as new rows Read More...
    When this happens...
    Gmail New Labeled Email
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Add new incoming Gmail emails that match a label to Google Sheets as new rows automatically with our Gmail-Google Sheets integration. After setting this integration up, we'll watch your Gmail account 24/7 on your behalf. Whenever any new email matching the specified label is found in your Gmail account, Appy Pie Connect will automatically add its data to a new row on Google sheets.
    How It Works
    • A new label is added to an email on Gmail
    • Appy Pie Connect automatically adds data to a new row on Google sheets
    What You Need
    • A Gmail account
    • A Google account (with Google Sheets access)
  • Gmail Trello

    Gmail + Trello

    Create Trello cards from new starred Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Starred Email
     
    Then do this...
    Trello Create Card
    Create Trello cards directly from your inbox by using this Gmail-Trello integration. No coding skills required, just ‘star’ Gmail emails for which you want to create cards in Trello. After setting this integration up, whenever you ‘star’ your Gmail emails, Appy Pie Connect will automatically create a card for that email in your Trello. With this integration, you can customize Trello card as per your choice, containing the email subject, sender, and body, etc. Note: This integration will only create cards for Gmail emails that are received within the last 48 hours.
    How It Works
    • Triggers whenever an email is starred in your Gmail inbox
    • Appy Pie Connect creates a Trello card on the board
    What You Need
    • A Gmail account
    • A Trello account
  • Gmail Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Gmail {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Gmail + Customerly in easier way

It's easy to connect Gmail + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Gmail & Customerly Integrations Work

  1. Step 1: Choose Gmail as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Gmail with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gmail and Customerly

Gmail?

Gmail is a free, advertising-supported webmail service developed by Google. Users can access Gmail on the web and using third-party programs that synchronize email content through POP or IMAP protocps.

Customerly ?

Customerly helps you manage your customer relationships like never before. It’s the leading CRM for Gmail and Office 365. It allows you to keep track of all your business contacts from one place, send personalized emails through your email templates and much more.

  • Integration of Gmail and Customerly
  • Integration of Gmail and Customerly will allow users to use Customerly right from within their Gmail. This integration will help all users to manage their customer relationship while ensuring they do not miss any emails from their customers. This integration will enable users to do the fplowing:

    • Monitor emails sent to their customers through Customerly as well as emails received from their customers through Gmail.
    • Allocate leads to specific sales people in Customerly.
    • Put reminders in task lists in Customerly.
    • Send emails directly from the Gmail and have them automatically converted to tasks in Customerly.
    • Assign fplowup tasks to other sales people in Customerly.
    • Use Customerly’s templates to create emails for sending to customers. These emails can be sent through Gmail without having to leave the email application. The templates can be tailored to suit each customer’s needs.

  • Benefits of Integration of Gmail and Customerly
  • Integration of Gmail and Customerly will allow users to be more efficient in managing their customers and ensure they do not miss any emails from their customers. The integration will also help salespeople to stay connected to their clients by monitoring their email activity from one place instead of different platforms. Businesses will also benefit because they will be able to reduce cost and increase efficiency in customer relationship management processes.

    The process to integrate Gmail and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.