When Knowledge base is created in Erxes > Check any condition > Send Email in Gmail
Erxes + Gmail Integration
Erxes + Gmail Integration
Integrate Erxes to Gmail in one click, or tell Integrately AI how you want each customer handled. Send welcome emails, draft replies, update your inbox, and notify contacts automatically.
Free forever.Use premium features free for 14 days.1.
Customer is created in Erxes Instant- Customer is updated in Erxes Instant
- Customer is deleted in Erxes Instant
- Form submission is received in Erxes Instant
- Company is created in Erxes Instant
- Company is updated in Erxes Instant
- Company is deleted in Erxes Instant
- Admin sends engagement message in Erxes Instant
- Customer sends a message in Erxes Instant
- Admin sent message in Erxes Instant
- Knowledge base is created in Erxes Instant
- Knowledge base is updated in Erxes Instant
- Knowledge base is deleted in Erxes Instant
Email is received in Gmail- Label is added to email in Gmail
- New email is starred in Gmail
- Email matching search is received in Gmail
- Thread is started in Gmail
- Label is created in Gmail
2.
Trusted by experts at...
Ready Workflows for Erxes + Gmail Integration
Send welcome emails when a customer is created, draft replies for new messages, create drafts from form submissions, and manage inbox follow-ups, all in just one click.
Most popular automations
When Knowledge base is created in Erxes > Check any condition > Create draft in Gmail
Erxes + Gmail Integration
When Knowledge base is created in Erxes > Check any condition > Create draft reply in Gmail
Erxes + Gmail Integration
When Knowledge base is created in Erxes > Check any condition > Reply to email in Gmail
Erxes + Gmail Integration
Send Gmail email for new Erxes contact
Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.
By automatically sending a Gmail email for every new Erxes contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
See moreBy automatically sending a Gmail email for every new Erxes contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Erxes + Gmail flow
Sync your core messaging and email flows with CRMs, spreadsheets, and project tools to keep your entire team aligned. Pick a combination and activate it in one click.
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Hubspot (3)
Hubspot (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Asana (3)
Asana (3) E
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Add every new Erxes customer to Gmail, and create a matching contact in HubSpot
Erxes customer data reaches Gmail as a welcome email and populates HubSpot as a new contact instantly, eliminating manual data entry.
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Turn every Erxes form submission into a Gmail draft, and log a deal in HubSpot
Form submissions in Erxes immediately generate a Gmail draft reply and create a deal in HubSpot for your sales team.
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Send a Gmail notification for new Erxes companies, and create a company record in HubSpot
New Erxes company accounts trigger an alert email in Gmail and establish a dedicated record in HubSpot.
Supported triggers and actions for Erxes and Gmail
Mix and match to build the exact automation you need
Erxes Triggers & Actions
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it → Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it → Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it → Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it → Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it → Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it → Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it → Gmail Triggers & Actions
Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
Try it → What can you automate with Erxes + Gmail?
Streamline your customer communications by connecting Erxes events directly to powerful Gmail actions and automated workflows.
✉️
Send welcome emails on customer creation
Automatically trigger a personalized welcome email in Gmail the moment a new customer is created in Erxes. Eliminate manual typing and engage new signups instantly.
📋
Capture every submitted form detail
Map all data fields from an Erxes form submission directly into Gmail drafts or downstream apps. Ensure no customer message or inquiry detail is ever lost.
🔔
Alert team members instantly
Notify relevant staff members through Gmail whenever a new company or customer interaction is registered in Erxes. Keep your entire team informed in real time.
🔀
Route messages based on submission fields
Direct emails and follow-up actions to different recipients depending on the tier or details submitted in your Erxes forms. Personalize your workflow dynamically.
🔄
Keep email records up to date
Synchronize customer status updates and profile changes between Erxes and Gmail automatically. Maintain accurate communication logs without manual effort.
🛡️
Prevent duplicate drafts and records
Smart matching rules ensure that customer interactions create clean, consolidated email drafts instead of redundant clutter in your inbox.
⏳
Handle status changes and follow-ups
Trigger automated email replies, labels, or thread updates in Gmail when customer messages or knowledge base entries are updated in Erxes.
🔗
Extend your workflow to secondary tools
Push Erxes customer data and Gmail notifications further by connecting supported third-party apps like HubSpot, Slack, or Google Sheets in a single multi-step flow.
And much more...
Who is Erxes + Gmail integration for?
Customer success teams, sales managers, and support leads managing inbound conversations benefit by automating communication workflows and keeping inbox records completely up to date.
Performance marketers
Customer support leads
Account managers
Sales development reps
Operations specialists
Compliance officers
📈
Performance marketers
You're running campaigns across multiple channels but your tracking records only update when someone manually exports customer data, so the metrics you're optimising against are always hours behind — this integration means every new customer record lands in your inbox and tools instantly and your data stays current.
⚡
Customer support leads
You need to respond to inquiries immediately, but chat messages arrive in Erxes while notifications sit unnoticed in separate tabs, causing frustrating delays — automating both apps means every interaction triggers instant email actions and your team acts without delay.
📋
Account managers
You answer to clients who want immediate progress updates on their onboarding requests, but manual status checks slow down your response time — with this integration, every client submission flows directly into email drafts and your status records update automatically.
🚀
Sales development reps
The volume of inbound chat leads is too high for anyone to keep up by hand, leading to missed follow-ups and lost pipeline opportunities — connecting these apps means every new customer submission is processed instantly and your pipeline stays fully populated.
🤝
Operations specialists
You own the handoff stage and depend on team members upstream to log customer details before you can begin your work, causing bottlenecks — automating these apps means contact data moves instantly between Erxes and Gmail without manual intervention.
🔍
Compliance officers
You need a reliable history of all customer interactions and keep finding gaps in your communication logs due to manual oversight — this integration means every message and form submission is captured accurately and your audit trail remains complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Erxes + Gmail
Build and manage your Erxes + Gmail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Erxes + Gmail with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
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Connect Accounts
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Frequently Asked Questions
How do I connect Erxes to Gmail?
You can connect Erxes to Gmail in 1-click using ready templates on Integrately or by asking Integrately AI to build the automation for you. It also integrates seamlessly with Hubspot, Slack, Google Sheets, and 1,500+ other apps.
Can I automatically send Gmail emails when a new customer is created in Erxes?
Can I connect Erxes, Gmail, and HubSpot?
What is a good Zapier alternative for Erxes and Gmail?
How does Erxes handle customer and form submission data in automations?
Can Gmail send emails and draft replies based on Erxes events?
Do I need coding skills to automate Erxes and Gmail?
Is the Erxes and Gmail integration free?
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