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Access Charity CRM
Gmail

Connect Access Charity CRM and Gmail

Explore ready-made Access Charity CRM and Gmail templates and start automating in minutes.

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Create a custom workflow

Integrate Access Charity CRM with Gmail and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Gmail
Trigger: Watch emails
Access Charity CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new email is received in your mailbox.

2. Select an action

  • Creates a Communication

  • Creates and updates contacts

  • Creates a Payment.

  • Creates an Event

  • Creates an Event Attendee

  • Creates an Event Attendee Type

  • Creates an Event Booking

  • Gets a Single Contact by the Serial Number.

  • Gets a Single Event by the Event ID

  • Gets a Single Event Attendee by the Booking Ref

  • Gets a Single Event Attendee Type by the Attendee Type ID

  • Gets a Single Event Booking by the Booking ID

  • Gets a Single Payment by the Payment ID

  • Gets a Single Payment Batch by the Batch ID

  • Logs emails from third parties.

  • Performs an arbitrary authorized API call.

  • Updates an Event using Event ID

  • Updates an Event Attendee using the Booking Ref

  • Updates an Event Attendee Type using Attendee Type ID

  • Updates an Event Booking using the Booking ID

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Access Charity CRM and Gmail.

Copy an email
Copies an email or a draft into a selected folder.
Action
Create a Communication
Creates a Communication
Action
Create a Contact or Update a Contact
Creates and updates contacts
Action
Create a draft email
Creates a new draft email.
Action
Create a Single Payment
Creates a Payment.
Action
Create an Event
Creates an Event
Action
Create an Event Attendee
Creates an Event Attendee
Action
Create an Event Attendee Type
Creates an Event Attendee Type
Action
Create an Event Booking
Creates an Event Booking
Action
Load more

Popular Access Charity CRM and Gmail workflows

Connect Access Charity CRM and Gmail with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Log emails to Access Charity CRM from new emails in Gmail

This template regularly checks for new emails in Gmail and uses the retrieved information to log an email with all attachments in Access Charity CRM. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module. This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to Access via the web page: https://accessgroup.my.site.com/Support/s/login/

Log emails to Access Charity CRM from new emails in Gmail
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.