inbox.dog connects to your Gmail and automates email workflows. Install this template to add a ready-to-use agent that handles specific tasks in your inbox.
Automates the handling of CRM-related emails for Sales & Business Development teams.
7-day free trial · No credit card
subject contains: lead update, customer inquiry, follow-up, CRM sync error, integration issue, sales report OR from: leads@crmtool.com, support@crmtool.com, @customer.com
1. For lead updates and new inquiries, searchDocuments for the lead's history and current status. Label email as 'lead' and forward to sales@company.com. 2. For customer inquiries, search CRM for customer profile details and reply with tailored information. Forward email to account-manager@company.com. Label as 'customer-inquiry'. 3. For follow-ups, searchDocuments for previous interactions and schedule a follow-up task in CRM. Forward email to followup@company.com. 4. For CRM sync errors or integration issues, forward to it-support@company.com with high priority. Add 'urgent' label. 5. For sales reports, label as 'report' and forward to sales-reports@company.com.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand—no automation needed.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically and keeps you in the loop.
Every agent can read, search, and act on your Gmail. Here's what's possible:
Connect your Gmail, review a sample, then flip on autopilot.
Works with Gmail · 7-day free trial · No credit card