This is a YouTube video titled "How to Automate HR Data Entry 🎬 Part 3" containing a tutorial-style explanation from September 7, 2023, about connecting email to SmartSuite using either SmartSuite's Automations feature or the third-party tool Zapier. The content is instructional and focuses on workflow automation integration options.
To connect our email to SmartSuite, we have two options available to us. The first option is to use the Automations feature inside of SmartSuite and look for the trigger that relates to our email. Whether that's Google, Gmail, whatever you want to call it, or Outlook or something else. We could use that email as our kickoff. The second method involves going up to the top of your page, scrolling on down until you see Zapier and giving that a click. The Zapier option, which is a third party tool that connects things together with works very similarly to the integrations, but it gives us a bit more flexibility in that it allows us to connect to many more tools versus just SmartSuite to Zapier. So in here, if I scroll down on the SmartSuite integrations, we can see all of the many, many apps that SmartSuite can connect to. Once you log in, you're going to see a page that looks something like this. All you need to do is click the giant Create Zap button. When you give it a click, you're going to see something like this. Zapier and SmartSuite have very similar approaches to this, so as soon as you grasp one, you'll be fluent on both and they're really not as scary as they look.
