Centralize Contact Emails in your CRM (Coda)

Here's Team Email Merge for Coda CRM—the simplest way to turn your team’s Gmail activity into an organized, shared CRM in just a few clicks. Whether you’re managing client relationships or collaborating on leads, this tool brings all your emails and contacts together into one central hub.

This tool is available now in the Coda Guild Library: https://www.codaguild.com/

Comment and submit an idea for a future tool build, and if I choose it for an episode, I'll give it to you for free.

I build these tools every Monday for me, and all the other days for you. So if you need a tool prototyped quick, check out my website: https://www.morningstrategy.ca/

time gazing:
0:00 intro to the build
2:56 coda.new and the base tables
5:34 linking contacts & companies tables
9:36 adding the Gmail pack (integration)
14:27 identifying new contacts
28:04 linking emails to contacts
30:55 button to add new contact
37:12 automation to add new contact
46:48 contacts page and layout
1:04:17 add a 2nd email account
1:28:35 adding notes
1:45:45 last interaction and fiddling