Log emails to Access Charity CRM from new emails in Gmail
Log emails to Access Charity CRM from new emails in Gmail
Get this template
Apps used in template
About
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/
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies an email or a draft into a selected folder.
Creates a Communication
Creates and updates contacts
Creates a new draft and adds it to a selected folder.
Creates a Payment.
Creates an Event
Creates an Event Attendee
Creates an Event Attendee Type
FAQ
See Make in action
See how Make works
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."