GmailCRM

Email Integration Automation

Automatically process incoming Gmail emails, match clients by email address, convert to PDF, and upload to your CRM with attachments.

1. MONITOR

Poll Gmail for incoming client emails via Gmail API

2. MATCH

Identify client by email via FindCaseByEmail API

3. CONVERT

Extract latest message, convert email + headers to PDF

4. UPLOAD

Upload PDF + attachments to CRM, create activity log

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