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Integrate PortalCX with Gmail to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate PortalCX with Gmail - no code necessary. See how you can get setup in minutes.

Select a trigger from PortalCX

A trigger is an event that starts your Zap and runs the workflow. For example, with PortalCX, a trigger could be "New Referral."

A trigger is the event that kicks off your automated workflow.

Setup an action from Gmail

An action is what takes place after the automation is triggered. For example, with Gmail, the action could be "Add Label to Email."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected PortalCX to Gmail

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect PortalCX to Gmail with a Zapier template.

Our most popular template

Send emails in Gmail for new referrals in PortalCX
Details
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PortalCX + Gmail

Send emails in Gmail for new referrals in PortalCX

PortalCX + Gmail

Make work flow with AI

Level up your PortalCX to Gmail integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect PortalCX and Gmail to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect PortalCX and Gmail to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Referral
Triggers when a new referral is generated from a customer portal.
Trigger
Scheduled
Try It
- Template ID
  Required
- Name
  Required
- Email
  Required
- Phone Number
  Required
- Notify Via Email
  Required
- Notify Via Text
  Required
- Complete First Stage?
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
Action
Write
- Portal ID
  Required
- Stage Label
  Required
- Stage ID
- Date Completed
  Required
Action
Write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It

New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- Message
  Required
Action
Write

- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name
  Required
Action
Write
- Message
  Required
- Label or mailbox
Action
Write
- Search keywords
Action
Search

- Portal ID
  Required
Action
Write
- Portal ID
  Required
- Message Body
  Required
- Notify Via SMS
  Required
- Notify Via Email
  Required
Action
Write
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
- Search keywords
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Body Type
- Body
  Required
- Label or mailbox
- Attachments
Action
Write
- Search keywords
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

Learn how to automate PortalCX on the Zapier blog

Learn how to automate Gmail on the Zapier blog

About PortalCX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

Related categories

Sales & CRM

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 more Help

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