Connect Initiative CRM and Gmail integrations

Connect Initiative CRM and Gmail with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Initiative CRM and Gmail to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Initiative CRM and Gmail workflows.

Looking to get more out of Initiative CRM and Gmail? With Make you can visually integrate Initiative CRM and Gmail into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Add client inbox label to Gmail

The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.

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Save a Gmail email from a specific sender to Google Sheets as a new row

Use this template to save a Gmail message from a specific sender to your Google Sheets spreadsheet as a new row.

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Create a Gmail draft message from a new Google Sheets row

Use this template to create a Gmail draft message when a new row is added to your Google Sheets spreadsheet.

To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

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Save a Gmail email to Google Sheets as a new row

Use this template to save a Gmail email message to your Google Sheets spreadsheet as a new row.

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Save a Gmail email containing a specific phrase to Google Sheets as a new row

Use this template to save a Gmail message containing a specific phrase to your Google Sheets spreadsheet as a new row.

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Send a Gmail email from a new Google Sheets row

Use this template to send a Gmail message when a new row is added to your Google Sheets spreadsheet.

To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

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Save Gmail emails and attachments to Google Sheets and Google Drive

Use this template to save a Gmail message to your Google Sheets spreadsheet as a new row and its attachments to Google Drive.

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Extract data from Invoices received on Gmail with Eden AI

Use this template to extract data from invoices you receive on Gmail. Created by [email protected]

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Add Webhook data to a Google Sheet and send email notifications

This scenario uses a custom Webhook to instantly receive data you want, adds it as new rows to a Google Sheet and sends email notifications.

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Build your Initiative CRM and Gmail integrations.

Create custom Initiative CRM and Gmail workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Copy an Email

Copies an email or a draft into a selected folder.

Action

Create a Draft

Creates a new draft and adds it to a selected folder.

Action

Create a Record

Creates a new record.

Action

Delete a Record

Deletes a record.

Action

Delete an Email

Removes an email or a draft from a selected folder.

Action

Get a Record

Return the data of a specified record of selected module.

Action

Iterate Attachments

Iterates through received attachments.

Feeder

Make an API Call

Performs an arbitrary authorized API call.

Action

Mark an Email as Read

Marks an email or a draft in a selected directory as read by setting the "Read" flag.

Action

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Connect Initiative CRM and Gmail integrations

Trusted by thousands of fast-scaling organizations around the globe

Automate your work. Build something new.

Build your Initiative CRM and Gmail integrations.

Connect any app with Initiative CRM and Gmail

How Make works

Trusted by 500,000+ Makers