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Automate Email Data Entry to Apptivo

Reduce manual data entry errors by automating email data extraction from Gmail directly into Apptivo using Zapier. Enable faster customer interaction and keep your CRM updated effortlessly.

When a New Email Received
Solution
1. Trigger New Email

Detect new emails in your Gmail inbox.

Filter Emails by Criteria
Solution
2. Email Filtering

Identify relevant emails for processing.

Parse Email Content
Solution
3. Extract Email Data

Extract essential data from email content.

Create/Update a Contact
Solution
4. Update Contact in CRM

Add the extracted data to Apptivo CRM.

Send a Notification
Solution
5. Notify Sales Team

Alert team about new contact entries.

- Repeat -

Automation Benefits

Benefits of Using This Automation

Implementing this automation delivers a range of compelling benefits for your business.

Save Time and Effort

Eliminate manual data entry with automated processes.

Boost Productivity

Focus on customer interactions, not admin tasks.

Enhance Accuracy

Reduce human errors with precise data entry.

Enable Quick Response

Respond faster to inquiries, improving customer satisfaction.

Streamline Workflow

Maintain consistently updated CRM records.

Improve Sales Team Efficiency

Sales team receives real-time updates on potential leads.

Features

Key Features of This Automation

Discover the powerful features that make this automation essential for your business.

  • 1
    Seamless Integration

    Effortlessly connect Gmail with Apptivo via Zapier.

  • 2
    Accurate Data Entry

    Minimize errors with automated data parsing.

  • 3
    Instant Notifications

    Keep your sales team updated in real-time.

Feature

Outcomes

Automation Outcomes

Experience transformative results with this automation.

80%
Reduce Manual Effort
3x
Faster Response Time
90%
Increase Data Accuracy

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FAQ

Frequently Asked Questions

Find answers to common questions about this automation.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required