How do I track incoming emails in a Smartsheet?

Maria McWhirt · 03/29/20

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.

Andrée Starå · 03/30/20

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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Maria McWhirt · 03/30/20

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

Andrée Starå · 03/30/20

Happy to help!

Unfortunately, you can't use rules with the add-on.

Check here for more information.

https://gsuite.google.com/marketplace/app/smartsheet_for_gmail_addon/760724917556

https://www.smartsheet.com/marketplace/apps/gmail

https://help.smartsheet.com/articles/2476621-smartsheet-for-gmail-add-on

How do I track incoming emails in a Smartsheet?

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