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Effortlessly Manage Leads with Gmail label creation and filter (rule)

Introduction


Lead management can be a daunting task for any business owner, but it doesn't have to be. With the advent of technology, managing leads can be made simple, efficient and organized.


Steps Involved:


1. Leads details are stored in monday board.

Our clients manage their leads generated from Calendly in Monday board, so it can be easily tracked and organized. (This is an easy automation built to track the Calendly bookings to Monday).



2. A Zoom call is scheduled with the client. If the deal is confirmed, the status of the item (Client) is updated as "Active Client" on the Monday board.


3. The above step will trigger an automation to create label in Gmail. The label name is same as client name.




All emails are filtered based on the email address available against the client details in Monday board.


See how labels appear in Gmail. Here, the filter is an email address.