Gmail + Method CRM

Add Method activities for labeled emails in Gmail

Don’t let leads slip through the cracks. Use this automation to automatically create an activity in Method CRM whenever you label an email in Gmail. You won't lose miss new leads again.

Don’t let leads slip through the cracks. Use this automation to automatically create an activity in Method CRM whenever you label an email in Gmail. You won't lose miss new leads again.

  1. When this happens...
    GmailGmail
    New Labeled Email

    Triggers when you label an email.

    TriggerScheduled
  2. automatically do this...
    Method CRMMethod CRM
    Find Contact

    Finds an existing contact by entity full name, email or contact name.

    ActionSearch
  3. then do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Label or mailbox

    • Search keywords

    Trigger
    Scheduled
    Try It
    • Label or mailboxRequired

    Trigger
    Scheduled
    Try It
    • Search keywordsRequired

    Trigger
    Scheduled
    Try It
    • Label/Mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Label

    Triggers when you add a new label.

    Trigger
    Scheduled
    Try It
    • Label or mailbox

    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label

    • MessageRequired

    Action
    Write
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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method-crm logo
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About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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