Send a Gmail notification when a new party is created in Capsule CRM

■Overview

Do you find yourself manually sharing information with relevant team members every time you add a new organization or contact to Capsule CRM? With this workflow, whenever a new party is created in Capsule CRM, Gmail automatically sends a notification email to the relevant team members. By integrating Capsule CRM with Gmail, you can eliminate missed notifications and delays in information sharing caused by manual work, enabling smooth communication.

■Who should use this template

• Those who manage customer information in Capsule CRM and share information within their team via Gmail
• Those who want to automatically notify relevant departments or team members about new organization information
• Those who find manual information sharing between Capsule CRM and Gmail time-consuming or inefficient

■Benefits of using this template

• When a party is created in Capsule CRM, a Gmail notification is sent automatically, reducing the time previously spent composing emails manually.
• Prevent human errors such as incorrect recipients, delays in information sharing, and missed notifications caused by manual processes, ensuring reliable communication.

■Workflow steps

1. First, connect Capsule CRM and Gmail with Yoom.
2. Next, select Capsule CRM as the trigger and set the action to “When a new party is created.”
3. Finally, configure Gmail’s “Send an email” action in the operation step to send a notification email to your chosen recipients with your preferred content.

※ “Trigger”: The action that starts the workflow. “Operation”: The action that processes information within the workflow after the trigger runs.

■Customizing this workflow

• In Gmail’s “Send an email” action, configure the recipients you want to notify (To, Cc, and Bcc).
• In addition to fixed text, you can include information retrieved from Capsule CRM, such as the organization name, in the email subject.
• Insert party information retrieved by the trigger, such as the organization name and contact name, into the email body and combine it with a template to create clear, informative notifications.

■Notes

• ‍‍Make sure to connect both Capsule CRM and Gmail with Yoom.