Keep everything in sync by linking Gmail to Atarim. Our clients tend to always fall back to sending emails when collaborating, it’s safe and comfortable. However, this can cause massive issues within our agencies, as work becomes fragmented and things can easily be missed.
We this integration, you can ensure that even if your clients stray from Atarim, you can still keep it all in one place!
Sending An Urgent Email To Yourself With Urgent Tasks
This is just one of the possible flows you can set up, but definitely one of the most effective.
When a new task is created, if the urgency has been set to “Critical” by your client, implying they need something done fast, this Zap will shoot an email to my personal Gmail inbox. Ensuring that even if I am not currently looking at my Agency Dashboard in Atarim, I’ll never miss an urgent task.
Creating Tasks When Receiving An Email
Old habits die hard, this is especially true with the habit of clients sending emails (even after we’ve introduced them to a better system!).
With this Zap example, if an email is received inside my personal inbox, instead of me missing it and replying two days later, it will create a task inside Atarim!