Gmail and Zoho CRM automations

Ready-made scenarios where Gmail and Zoho CRM work for you: pick one — a copy appears in your account and runs on its own.

91 scenarios

Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
An instant personal reply to every new lead
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Scheduled invoice payment reminders for customers
Automatic payment reminders for Zoho CRM invoices
All work accounts for a new hire from one form
Auto-reply to 'where's my order' with live store status
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
Invoices from an order form — issued and sent automatically
Orders from a table into your store — with customer confirmation
New-lead handling: CRM entry, team alert and reminder
Recover abandoned carts with a coupon email
Lead verification and CRM sync — straight from a JotForm form
Weekly store sales analysis with AI
Refunds from your inbox: parse the email, check the order, answer the customer
Cold deals close themselves — and bring back feedback
Instant reply to a property inquiry with matched listings
Open-house visitors into your CRM and into an email, right after the visit
Site status alerts with a screenshot — to your messenger
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
Store lead emails turned into CRM contacts and deals automatically
Run your online store from your messenger
The customer's order right inside the support ticket — no manual lookup
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Requests routed to the right team — sorted automatically
Upsell signals from support tickets
Contract renewal reminders: an email to the client, a task for the rep
Low-stock warnings based on real sales velocity
Capture and route leads from every channel
Instant, personal outreach to every new lead
Cold outreach with personal emails and CRM logging
Welcome emails for new customers with tracking
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
Collect client reviews and summarize them to chat automatically
Automatic lead qualification in Zoho CRM
Re-engage stalled leads with a ready-made email
Invoice to the customer right after the order, issued and sent automatically
Stockout forecasts and automatic supplier emails
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
A competitor cheat sheet right in the Zoho CRM deal card
Alerts for customers losing interest: to the rep, into a task, and by email
Blog articles from store products — a draft for each
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
Review sentiment analysis and an AI report to your inbox
Invoice intake with reading, risk checks and approval
Automatic meeting booking for new clients
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Low-stock monitoring for your store, with priority alerts
Re-engaging quiet clients — weekly, without manual tracking
Auto-create invoices from your inbox
Invoices from email into accounting, with approval
Order questions answered on their own
A chat that captures the lead and books the demo
Tell customers their bug is fixed — the moment the issue closes
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Invoice and customer email, right after the request
A satisfaction survey after every deal, with replies sorted
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Invoices from your inbox straight into your books — no retyping
Lead verification, enrichment and sorting — automatically
Consolidating revenue from every till and prepping filings
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Ecommerce support that answers from your own policies and catalog
Sort email leads and file them into the CRM — by importance
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
Abandoned-cart recovery — email, SMS and a discount in sequence
An AI assistant over your CRM in any messenger
A personal assistant in your messenger: email, calendar, tasks, expenses