How do I track incoming emails in a Smartsheet?
We are getting slammed with inquiries to our info@ gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
Answers
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Hi Maria,
- You could use the Gmail Smartsheet plugin to add them one by one.
- The third-party service, Zapier, could be an excellent option for this scenario. Is that an option for you?
Would any of those methods work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks. We have G Suite so the gmail plug-in is already enabled. I guess I just don't know how to use it. Would I make a rule in gmail that when an email is received, addressed to the Info address, it copies the email to a Smartsheet somehow?
Thanks
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Happy to help!
Unfortunately, you can't use rules with the add-on.
Check here for more information.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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