Just takes 30 seconds to connect Gmail & Zoho CRM
Give it a try. 7000+ customers use Automate.io to connect their business apps.
Product Overview
Explore all the benefits and features of Automate.io
A personal welcome email is a great way to start a relationship with a new lead. But what if you don’t have the time to send out emails manually to your new leads? Of course, you cannot ignore welcoming them or miss out on personalizing the email.
That’s where this readymade Zoho CRM to Gmail integration template comes in. With this integration, Automate.io takes over for you and sends out a welcome email via Gmail to every new Zoho CRM lead automatically. And, based on the data that you collect from your leads, you can even make custom changes to this integration so that each of your lead receives a personalized email from you.
With this job delegated to Automate.io, you will have more time to do what’s important for your business—converting leads into customers.
1
This Bot runs whenever there is a new lead on Zoho CRM.
2
Automate.io will send an email to the new lead via Gmail.
Anthony
Cloud Security Architect
★ ★ ★ ★ ★
“We were looking for a good auto-response system that could handle reply-to emails. I found this product and thought to myself "Nah... no way they could pull this off." Beholden to my surprise, they really did it! Product is working great and we can scale much faster now! I am so happy I found these guys!”
Looking for something else?
Connect Gmail and Zoho CRM the way you want. Start by selecting the trigger and action events listed here.
New Email
Triggers when there is a new email. You can optionally provide a search criteria or folder/label.
New Email Sent
Triggers when there is a new email sent. You can optionally provide a search criteria or folder/label.
New Conversation
Triggers when a new conversation (thread) starts.
Labelled Conversation
Triggers when you add a Label to an email conversation
New Label Created
Triggers when a new Label is created
Starred Email
Triggers when you Star a conversation or email received in the last 3 days
New Contact
Triggers when a new Contact is Created
New Lead
Triggers when a new Lead is Created
Modified Contact
Triggers when a Contact is Modified
Modified Lead
Triggers when a Lead is Modified
Modified Potential
Triggers when a Potential is Modified
New Account
Triggers when a new Account is Created
New Invoice
Triggers when a new Invoice is Created
New Invoice Line Item
Triggers once for each Line Item of a new Invoice
New Module Entry
Triggers when a new Entry is Added to a selected Module
New Potential
Triggers when a new Potential is Created
New Task
Triggers when a new Task is Created
Updated Module Entry
Triggers when an existing Entry is Updated in a selected Module
Modified Account
Triggers when an Account is Modified
Modified Event
Triggers when an Event is Modified
Modified Task
Triggers when a Task is Modified
New Event
Triggers when a new Event is Created
New Quote
Triggers when a new Quote is Created
New Sales Order
Triggers when a new Sales Order is Created
Add or Update a Contact
Creates a new Contact or Updates an existing Contact
Add or Update a Lead
Creates a new Lead or Updates an existing Lead
Add or Update an Account
Creates a new Account or Updates an existing Account
Add an Event
Creates a new Event
Add or Update an Invoice
Creates or Updates an existing Invoice
Add Line Item To Invoice
Adds a new Line Item to an existing Invoice
Add a Module Entry
Adds a new Entry to the selected Module
Add a Note
Add a Note to an Account, Contact or Deal
Add or Update a Potential
Creates a new Potential or Updates an existing Potential
Add a Task
Creates a new Task
Add To Campaign
Adds Contact or Lead to specified Campaign
Search Contacts
Searches for a Contact based on Contact Id or Contact Email
Search Invoices
Searches for an Invoice based on Invoice Id or Account Id
Search Leads
Searches for a Lead based on Lead Id or Lead Email
Update a Module Entry
Update an existing Entry in a selected Module
Add or Update a Quote
Creates or Updates an existing Quote
Search Accounts
Searches for an Account based on Account Name or Account Id
Search Deals
Searches for a Deal based on Deal Name or Deal Id
Search Module Entries
Searches for an Entry in a selected Module
Search Products
Searches for a Product based on Product Name or Product Id
Search Sales Orders
Searches for a Sales Order based on Sales Order Id, Sales Order Subject, Deal Name or Quote Name
Search Tasks
Searches for a Task based on Task Id, Task Email or Task Subject
Add Line Item to Quote
Adds a new Line Item to an existing Quote
Search Campaigns
Searches for a Campaign based on Campaign Id or Campaign Name
Search Quotes
Searches for a Quote based on Quote Id, Quote Subject or Deal Name
Search Vendors
Searches for a Vendor based on Vendor Id, Vendor Name or Vendor Email
Send an Email
Send an Email from your account
Add Label to Email
Add Label to an Email
Archive an Email
Archive a specific conversation
Create new Label
Create a new Label
Remove Label from Email
Remove an existing Label(s) from a specific conversation
Search an Email
Search Emails
Search Label
Search a Label by name
Star an Email
Star a specific conversation
Add a Draft
Create a draft email in your account
Check Email Reply
Checks if an email was replied to
Reply to a Conversation
Send a Reply email in Conversation
Create your custom integration by selecting the Trigger event and Action to be performed.
Connect Gmail and Zoho CRM with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Project Management
Gmail
Zoho CRM
Marketing
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
Say goodbye to those busy days.
Get Started for FREENo credit card required.
