how to automate gmail labels in google sheets
IN SUMMARY
You can automate the process of labeling emails in Gmail based on specific labels or filters using the Google Sheets integration. This allows you to automatically update the status of prospects or customers in your Google Sheets CRM based on your email correspondence with them.
Setting up the Gmail Integration
This will open the script editor where you can configure the integration. First, you need to enter the Sheet ID, which you can find in the URL of your Google Sheet.
In this function, you can define the labels or filters you want to use for automatically updating the status of your prospects or customers. For example, if you have a label called 'Prospect', you can set it to automatically mark those emails as 'Lead' in your Google Sheet. You can add as many labels or filters as you need by copying and pasting the existing lines.
Once you've made the necessary changes, save the script. Now, when you run the 'refreshData' and 'updateStatusFromGmailLabels' functions, it will check your Gmail inbox and automatically update the status of your prospects or customers based on the labels or filters you've defined.
Automating the Process
To automate the process of checking your Gmail inbox and updating the statuses, you can set up a trigger or scheduled function in the Google Apps Script editor. This will run the 'refreshData' and 'updateStatusFromGmailLabels' functions automatically at a specified interval or based on certain events.
The Google Sheets CRM template also supports integrations with other tools like Toggle for time tracking. You can configure these integrations by following the instructions provided in the template or the video tutorial.
To keep your CRM up-to-date, you'll need to duplicate the dashboard sheets periodically (e.g., quarterly or annually) and replace the start and end dates using the Find and Replace function. This will ensure that your dashboard reflects the latest data and goals.