Capture new email leads as ClickSend contacts
Turn a qualifying inquiry into a ClickSend contact automatically, so new leads do not get lost in your inbox.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Manually copying lead details from email into a contact list adds friction when you should be following up.
- Capture a lead's email address from a new inquiry.
- Keep qualifying contacts organized in a list you specify.
- Reduce manual copying between inbox and contact tools.
Setup
Build it in a few focused steps.
- 1Connect Gmail and ClickSend once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which emails qualify as leads and which existing ClickSend list to add the sender to.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real lead email.
Questions about this workflow
Does this create a contact list too?
This workflow adds the sender to a ClickSend contact list you name. Create that list in ClickSend first.
What if an email does not contain a phone number?
ClickSend allows a contact to be created with an email address, so the sender email can be used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to ClickSend. A trigger fires from one place; an action lands in another.
Gmail triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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Connect any two apps with Notis in the middle.
Gmail and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business ClickSend.