FinanceAdvisors & Client-Facing

Gmail Inbox Triage to CRM

Built for Financial Advisors.

Read inbound mail, identify the contact and intent, log the conversation in the CRM, and open the right follow-up task, reducing inbox triage for financial advisors and BD teams.

Why this matters

The manual work this replaces

Advisors and BD coordinators read inbound Gmail and then have to manually log the conversation in Salesforce or HubSpot and remember to set the next step.

What Caddi does

How the automation runs

  1. Gmail
  2. Salesforce
  3. HubSpot

This process triages a Gmail inbox into the CRM. It reads each unread message, identifies the contact by sender email in Salesforce or HubSpot, classifies the intent (request, follow-up, scheduling), logs the conversation against the contact with a structured summary, and opens the appropriate follow-up task with the owner and due date.

Value created

What changes after Caddi

Keeps the CRM current with every client conversation and ensures no follow-up gets dropped to the inbox.

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Meeting Invitation Emails

Pull verified client contact details to draft and send meeting invitation emails from a saved template and create a follow-up task, reducing manual outreach for advisor teams.

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Wealthbox Inbound Email Triage

Read inbound client email, identify the household, log the conversation in Wealthbox, and open the right follow-up activity, reducing inbox triage for financial advisors.

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Calendly Booked-Meeting CRM Logging

When a Calendly meeting is booked, create the right CRM event, link it to the contact, and post the agenda to the owner, reducing manual logging for financial advisors and BD teams.

See it on your stack

Want Gmail Inbox Triage to CRM automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.