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A lightweight CRM where the emails file themselves. Two connected databases: Contacts (who you're talking to, what stage they're at) and Emails (every message, saved as its own page with the full body and attachments). Connect it to Quicktion and client emails land in the Emails table on their own, either forwarded from any mail app or with one click from Gmail. Delete the sample rows once you've seen how it works.
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Each row in Contacts is a person or company. Last contact and Emails exchanged are rollups over the Emails database, so they update on their own once you link an email to a contact.
Contacts
Emails is the database Quicktion writes to. Subject, sender, date, attachments, the link back to Gmail and the full body all get filled in for you. Open any row to read the whole email.
Emails
Connect your inbox (about 3 minutes)
- Sign in at quicktion.io and connect your Notion workspace. When Notion asks which pages to share, pick this Email CRM page.
- Click New Destination, choose Notion, and select the Emails database.
- Check the property mappings. Quicktion matches them automatically, and this is what it should look like:
| Email field |
Notion property |
| Subject |
Subject (title) |
| From (email) |
From |
| From (name) |
From name |
| Date |
Date |
| Attachments |
Attachments |
| Email URL |
Email URL |
| Body |
Page content |
- Save an email. Two ways:
- Forward it to the address on your destination (it looks like
[email protected]). Works from Gmail, Outlook, Apple Mail, anything. Add a Gmail filter that forwards everything from a client's domain and you never touch it again.
- Gmail add-on: install Quicktion for Gmail, open an email, click Save. You get to pick the contact and tweak fields before it's saved.
- Open the new row in Emails and set Contact. The rollups on the contact update instantly.
Tips
- Board view for the pipeline. Add a board view on Contacts grouped by Stage and you have a Kanban of your deals.
- Let AI fill Direction and Follow-up needed. On Pro, turn on AI Email Intelligence for the destination, tick those two properties, and describe them in plain language ("Direction is Inbound if the sender is not me. Follow-up needed is checked if the sender asks a question or expects a reply"). Quicktion fills them on every save.
- Reply from the record. The Email URL property opens the original message in Gmail, so you can answer without hunting for it.
- Add your own properties. Deal value, next step, tags: anything you add to Contacts or Emails keeps working. Quicktion only touches the properties it's mapped to.
Made by Leandro, the person behind Quicktion and Sync2Sheets. Questions or ideas: [email protected]