An automated workflow using zapier
Connects Woodpecker.co + Gmail + Slack
Find emails in Gmail and send them to Slack with new prospect replies from Woodpecker.co
About this workflow template
This automation scenario allows you to connect Woodpecker.co, Gmail, and Slack.
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.
Woodpecker.co, Gmail and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Woodpecker.co
Prospect Replied in Woodpecker.co
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Then these actions happen in Slack and Slack
Find Email in Gmail
Finds an email message.
Send Channel Message in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Find emails in Gmail and send them to Slack with new prospect replies from Woodpecker.co.
Part I
Configure Applications
First, we need to connect Woodpecker.co, Gmail and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Woodpecker.co to Zapier.
Give Zapier access to your Woodpecker.co account, using Woodpecker.co credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Woodpecker.co
Choose the following trigger: Prospect Replied (Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.).
Then set up an Action for Gmail
Choose this action: Find Email (Finds an email message.).
Then set up another Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
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 Woodpecker.co, Gmail and Slack.
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 Find emails in Gmail and send them to Slack with new prospect replies from Woodpecker.co!
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Apps you need
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