I am looking to do the following:
Make searches sales rep’s email and when an email is sent to any of the emails of customers in our CRM (based on notion, hundreds of database items essentially) it will update that database item to show last date they were contacted (Aka, date of the email.) Would be amazing if the email content could be added to the database item somehow.
Anyone know if this is even possible? what steps to take?
Welcome to the Make community!
With the default GMail/email App, you only have the ability to watch incoming emails. Outgoing will not work. However, there is another solution.
First, the rest of your logic should work: If you have the recipient (the TO: address) of an email that is sent, you can do a lookup in Notion to see if the recipient exists in the CRM. When found, you can update a value of that object, thus showing the last date they were contacted.
The other solution is to set a default BCC mail address for any sales rep, specifically for tracking emails in Notion. When any mail is sent out, this mail address receives the mail in BCC. From here, you can use Make to Watch new mails, extract the TO: address and build the rest of your scenario.
Since you receive the mail on that tracking address, you can also add the content of it to Notion via Make.
Cheers,
Henk