An automated workflow using integromat
Connects Gmail + Clearbit + EngageBay
Create new companies in EngageBay from email domains retrieved from Clearbit
About this workflow template
This automation scenario allows you to connect Gmail, Clearbit, and EngageBay.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gmail, Clearbit and EngageBay can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Gmail
Watch Emails in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then these actions happen in EngageBay and EngageBay
Get a Person or Company in Clearbit
Gets a person and a company simultaneously based on an email address.
Create a Company in EngageBay
Creates a company.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new companies in EngageBay from email domains retrieved from Clearbit.
Part I
Configure Applications
First, we need to connect Gmail, Clearbit and EngageBay to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Connect Clearbit to Make.com.
Give Make.com access to your Clearbit account, using Clearbit credentials.
Connect EngageBay to Make.com.
Give Make.com access to your EngageBay account, using EngageBay credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an Action for Clearbit
Choose this action: Get a Person or Company (Gets a person and a company simultaneously based on an email address.).
Then set up another Action for EngageBay
Choose this action: Create a Company (Creates a company.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail, Clearbit and EngageBay.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new companies in EngageBay from email domains retrieved from Clearbit!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioalbatoNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Create or update contact
Updates the contact based on the email address. Creates a new contact if one is not found.
actionbyzapierGet a person
Gets a person by email address.
actionbyintegromatFind person and/or company
Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).
actionbyzapierGet a person or company
Gets a person and a company simultaneously based on an email address.
actionbyintegromatCompany name to domain
Company name to domain
actionbypipedreamDomain lookup
Domain lookup
actionbypipedream
Apps you need
Clearbit
A marketing data platform to reveal and enrich data about your customers to personalize your sales activities
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
