Integrations Gmail Centralstation CRM
Gmail + Centralstation CRM

Connect Gmail and Centralstation CRM to Build Intelligent Automations

Choose a Trigger

Gmail

When this happens...

Choose an Action

Centralstation CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Email Received

New Email Received

Runs when new email arrives

New Company

New Company

Triggers when a new company is created

New Person

New Person

Triggers when a new person is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

Do thisActions

Action is the task that follows automatically within your Gmail integrations.

Send Email With Attachments

Send Email With Attachments

Send an email and attach files or Google Drive links.

Add or Remove Label to Email

Add or Remove Label to Email

Add or remove a label on a specific email or the first email that matches a subject or sender.

Reply to Email

Reply to Email

Reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.

Get Thread Replies

Get Thread Replies

Retrieve all messages in a thread excluding those sent from the specified email address.

Search Gmail Messages

Search Gmail Messages

Find Gmail messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.

Get Email Attachment

Get Email Attachment

Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.

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Step by step guides to integrate Gmail and Centralstation CRM

Frequently Asked Questions

How do I start an integration between Gmail and Centralstation CRM?

To start, connect both your Gmail and Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Centralstation CRM (or vice versa).

Can we customize how data from Gmail is recorded in Centralstation CRM?

Absolutely. You can customize how Gmail data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Gmail and Centralstation CRM?

The data sync between Gmail and Centralstation CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Gmail to Centralstation CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Gmail and Centralstation CRM?

Yes, you can set conditional logic to control the flow of data between Gmail and Centralstation CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Gmail

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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Centralstation CRM

About Centralstation CRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

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