Create new Jobber clients from matching Gmail emails
Keep your client information up to date effortlessly. With this workflow, when you receive a new email in Gmail that fits your specifications, it will create a new client in Jobber. It’s a perfect fit for businesses or individuals looking to streamline their client onboarding processes, ensuring that no vital contact slips through the cracks.
Keep your client information up to date effortlessly. With this workflow, when you receive a new email in Gmail that fits your specifications, it will create a new client in Jobber. It’s a perfect fit for businesses or individuals looking to streamline their client onboarding processes, ensuring that no vital contact slips through the cracks.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Create Client
Creates a new client.
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