When a new message appears in a chosen label in Gmail this scenario searches for a contact in your eWay-CRM by e-mail adress in fields Email1, Email2 and Email3. If found it creates a new deal for the found contact. If not found it creates a new contact and a new deal.
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Combines multiple bundles into a single array. This is the opposite of an Iterator.
Copies an email or a draft into a selected folder.
Creates a new company.
Creates a new contact.
Creates a new deal.
Creates a new draft and adds it to a selected folder.
Creates a new journal.
Creates a new project.
Creates a new task.
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.