What is the price, and what does it cover?

Gmail to CRM opens a request for Automation workflow, which is $490 per project and paid once. That is one integration delivered end to end. The price is fixed and published. We confirm it with the scope before work starts, so you know the figure before you commit.

How does ordering work?

It is quote first. The template opens the request form with the brief filled in, you adjust it and submit. We confirm the scope and the price, and work starts once you accept. The finished integration is checked by a person and delivered to your customer panel, where you can request changes.

What do I need to have ready?

The name of your CRM, the Gmail address that receives enquiries, and a short description of what should be recorded on the contact. Only the brief is required. The form also has optional fields for the tools and systems involved, for source content and for a file.

Can the same request also send a reply to the person who wrote in?

The example given for Automation workflow is a lead landing in the CRM with the follow-up mail sent, so it can be asked for. The template text does not include it. Add it to the brief, and it is confirmed or not as part of the scope in the quote.

Gmail to CRM

New email inquiries land in your CRM as contacts - no lead slips through.

For a team whose enquiries arrive in Gmail and live in a CRM

From $490 per project

Typical timelineUsually within days of the confirmed scope

Start a sheet from it The part this sheet is for: Automation workflow

What this template does

When a new inquiry arrives in Gmail we create or update the matching contact in your CRM, log the message against them and tag it so your team can follow up.

An enquiry lands in Gmail, and somebody has to notice it, open the CRM, find or create the contact and paste the message in. On a busy day that step is done late or skipped, and the lead is lost. This template describes handing the step to software: when a new enquiry arrives, the matching contact is created or updated in your CRM, and the message is logged against it and tagged so your team can follow up.

The pre-written request says: when a new enquiry arrives in Gmail, create or update the contact in our CRM and log the message so nothing is missed. As systems it lists Gmail and a CRM, with HubSpot and Pipedrive mentioned only as examples. Put in the name of your own CRM, say which mailbox or address receives enquiries, and describe what counts as an enquiry for you. The request becomes an Automation workflow order with a fixed quote.

Prefilled for you

The brief it fills in

When a new enquiry arrives in Gmail, create or update the contact in our CRM and log the message so nothing is missed.

Systems it connects

Gmail
HubSpot
Pipedrive

Kind of job

Automations - B2B sales, Agencies and freelancers

What you get

One integration built, tested and running: a new enquiry in Gmail becomes a created or updated contact in your CRM, with the message logged.
The way the enquiry is handled by hand today, written as numbered steps.
For each step, whether it is automated and concretely how, with the tools and integrations named.
An estimate of the time saved per week.
A build plan ordered by ROI.
A result that a person has checked before it is delivered to your customer panel for your review and approval.

Who it is for

A team that receives its sales enquiries in Gmail and keeps its contacts in a CRM, with a person copying one into the other by hand. It fits when that copying is done the same way for every message.

What to change before you send it

The CRM: the request says “our CRM (e.g. HubSpot / Pipedrive)”. Replace the examples with the CRM you actually use.
The mailbox: the brief only says Gmail. Name the address or addresses where enquiries arrive.
What counts as an enquiry: the brief says “a new enquiry”. Describe how one is told apart from the rest of the mail.
What gets recorded: the brief asks to create or update the contact and log the message. Add the contact fields and the tag your team wants to see.
The follow-up: the template does not ask for a reply to be sent. If you want an automatic follow-up mail, write it into the brief.

What is not included

One integration. Several systems talking to each other is the Standard plan.
$490 covers one project and is paid once. It is not billed per contact or per month.
It does not claim full automation where a human step is clearly required. As the template is written, the enquiry is filed and your team does the following up.

Questions about this template

What is the price, and what does it cover?Gmail to CRM opens a request for Automation workflow, which is $490 per project and paid once. That is one integration delivered end to end. The price is fixed and published. We confirm it with the scope before work starts, so you know the figure before you commit.
How does ordering work?It is quote first. The template opens the request form with the brief filled in, you adjust it and submit. We confirm the scope and the price, and work starts once you accept. The finished integration is checked by a person and delivered to your customer panel, where you can request changes.
What do I need to have ready?The name of your CRM, the Gmail address that receives enquiries, and a short description of what should be recorded on the contact. Only the brief is required. The form also has optional fields for the tools and systems involved, for source content and for a file.
Can the same request also send a reply to the person who wrote in?The example given for Automation workflow is a lead landing in the CRM with the follow-up mail sent, so it can be asked for. The template text does not include it. Add it to the brief, and it is confirmed or not as part of the scope in the quote.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.

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