Zapier · Gmail-noCRM: Add Incoming Email Attachments to your Leads

Help Center

If you can't find the answer to your question here, please ask your question to our support team at support@youdontneedacrm.com

How to Automatically Add Email Attachments to your Leads

Automatically add attachments received in your Gmail account to the corresponding no CRM.io leads.


All you need to set it up are Gmail, no CRM.io, and Zapier accounts.


If you don’t have an account with no CRM.io, click here to start a FREE trial.
If you don't have an account with Zapier, click here to sign up for a FREE trial.


Get Started

  • Set up your TRIGGER
  • Set up your ACTION
  • Set up your Second ACTION
  • Connect your TRIGGER App Account and Set Up the Trigger

    Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:

    1. Choose the Trigger App: Gmail
    2. Choose the Trigger: New Attachment
    3. Connect Zapier to your Gmail account
    4. Test this step by having a recently received email attachment.


    Connect your ACTION App Account and Set Up the Action

    1. Choose an Action App: no CRM.io
    2. Choose an Action: Add Attachment
    3. Connect Zapier to your no CRM.io account if you haven’t already by

  • Entering your slug/account name (https://ACCOUNT.nocrm.io)
  • Entering your API Key (Go to your no CRM.io account Admin Panel, select Webhooks and API, API Keys then click on the Create an API Key button and name it.)
  • 4. Begin to set up your template by clicking on Add a Search Step to set up the search for no CRM.io lead Based on the email attachment Zapier retrieved from Gmail in the previous step, select the email address of the sender.

    5. Test the step and click on the "Add a step" button


    Connect your ACTION App Account and Set Up the Second Action

    1. Choose an Action App: no CRM.io
    2. Choose an Action: Add Attachment
    3. Connect Zapier to your no CRM.io account which you've already done in the second step
    4. Edit Template to select the attachment you want to add to your lead Based on the details Zapier retrieved from the Gmail attachment, select the attachment name and the attached file.

    5. Test the step and the Action set up is finished!