Send Gmail contacts to Attio when an email is labeled
Build an automation with Zapier that creates new entries in your collection when you assign a label to an email in Gmail.
Each reply in an email thread uses one Zapier task, so labeling a conversation containing 5 messages will use 5 of your Zapier tasks for the month.
Prep: Connect Gmail to Zapier
You’ll first need to add your Gmail account to Zapier. Learn more about connecting Gmail and Zapier.
Prep: Connect Attio to Zapier
1. Create your Gmail trigger
From your Zapier dashboard, click Create Zap in the top left.
Search for Gmail in the App Event window, and from the Trigger Event dropdown we’re going to pick New Labeled Email in Gmail. Your trigger tells Zapier when a Zap should run - in this case, it will run when you assign a specific label to new emails or threads in Gmail.
Next, select your Gmail account and the label you’d like to use for this Zap.
2. Split text using Formatter
We'll now tell Zapier to split your Gmail name data in two (first and last name) before creating a new record in Attio. Click the + icon and pick Format from the options on the right of the Action box.
Next, choose Text from the Action Event dropdown. Select Continue and for Transform search for Split Text from the dropdown. From the Input dropdown we want to pick 1. Full Name. You can leave the Separator field blank. For Segment Index, pick First.
After you’ve tested it, add another Format action. Repeat the process again, but for the final step choose Last for Segment Index. If you get stuck, check out Zapier’s guide to using Formatter.
2. Create or find a person in Attio
Create a new action step in Zapier and pick Attio from the App Event dropdown. For Action Event, choose Find or Create a Person. Select your Attio account, and set up your action like this:
This action will either create a new record in your Attio workspace, or grab one that already exists from syncing or importing.
3. Create an entry for your record
Add a new action step with the + icon and pick Attio from the dropdown. Choose Find or Create Entry from the Action Event dropdown, and select your account.
For the Record ID field, you’ll need to map data from the Find or Create a Person step in your Zap. Choose Find or Create Person from the Record ID dropdown, followed by Show all options. Scroll down to find ID. Your action should look like this:
That’s it! Now every time you apply your chosen label to an email or thread, Zapier will add a new entry to your Attio collection. Check out more ways to connect Attio to the apps you love.