Gmail + Salesforce Integrations
Appy Pie Connect allows you to automate multiple workflows between Gmail and Salesforce
- No code
- No Credit Card
- Lightning Fast Setup
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
About Salesforce
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Salesforce IntegrationsLooking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
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Zoho CRM
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Agile CRM
Best ways to Integrate Gmail + Salesforce
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Gmail + Salesforce
Add new Gmail emails containing attachment to Salesforce as contacts [REQUIRED : Business Gmail Account] Read More...When this happens...
New Attachment
Then do this...
Create Contact
If you’re looking for an easier way to export your Gmail contacts to your CRM systems, try this integration. Use Appy Pie Connect to automatically send Gmail emails containing an attachment to Salesforce as new contacts. Once this Gmail-Salesforce integration has been set up all the new Google emails (with attachment) from that point forward will automatically be copied to Salesforce.
How this Gmail-Salesforce Integration Works- A new email with attachment is received on Gmail
- Appy Pie Connect automatically creates a contact in Salesforce.
What You Need- A Gmail account
- A Salesforce account
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When this happens...
New Attachment
Then do this...
Create Lead
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Gmail + Salesforce
Create Custom Object to Salesforce from New Attachment in Gmail Read More...When this happens...
New Attachment
Then do this...
Create Custom Object
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Gmail + Salesforce
Update Contact in Salesforce when New Attachment is created in Gmail Read More...When this happens...
New Attachment
Then do this...
Update Contact
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Gmail + Salesforce
Update Custom Object in Salesforce when New Attachment is created in Gmail Read More...When this happens...
New Attachment
Then do this...
Update Custom Object
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Gmail + Salesforce without coding knowledge. Start creating your own business flow.
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New Attachment
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
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New Email
Triggers when a new e-mail appears in the specified mailbox.
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New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
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New Labeled Email
Triggers when you receive a new email in a label.
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New Starred Email
Triggers everytime you receive a new email and Starmark it within two days.
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New Thread
Triggers every time a new thread starts.
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New Account
Triggers the moment a new account is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Draft
Draft a new email message(but don't send).
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Create Label
Creates a new label.
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Send Email
Draft a new email message & send it.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How Gmail & Salesforce Integrations Work
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Step 1: Choose Gmail as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Gmail to Salesforce.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Gmail and Salesforce
Gmail is a free web-based email service developed by Google. It is widely used for business and personal purposes. There are more than 1 billion Gmail users worldwide and more than 800 million active users per month.
Google’s creation of the Gmail has changed the way people communicate and manage their businesses and personal lives. Gmail is an excellent email service that helps users to stay organized and productive.
Salesforce is a cloud computing company that provides numerous products to help businesses sell, market, and service customers. Salesforce was founded in 1999 and acquired its rival, ExactTarget for $2.5 billion in 2013. The company has over 30,000 customers worldwide, including IBM, General Electric, and Cisco.
Salesforce is a pioneer in cloud computing and serves as a powerful top for businesses of all sizes. Companies use Salesforce as a CRM (customer relationship management. software to organize their business processes and data.
Integration of Gmail and Salesforce is a powerful combination that can provide numerous benefits to users of both platforms. With this integration, some tasks that were once time-consuming become effortless with the help of powerful tops that are built into each platform.
Gmail integrates with Salesforce using a feature called “Google Apps for Salesforce”. This feature allows users to connect Gmail to Salesforce by creating a single login to access both services. Once connected, users can view Gmail messages from within Salesforce and also send emails from Salesforce using Gmail accounts. This integration makes it easier for users of both platforms to share information and cplaborate more efficiently. Users of both platforms can also set up automatic replies from Salesforce by forwarding incoming emails from Gmail directly to Salesforce contacts or leads. In addition, Gmail notifications can be sent directly to Salesforce leads or contacts via the “Google Apps for Salesforce” feature.
Another benefit of integrating Gmail with Salesforce is that it facilitates easy project management. Salesforce provides numerous built-in tops for managing projects such as tasks, events, deadlines, etc., but Gmail integration with Salesforce gives users the ability to manage these project-related tasks directly from Gmail. For example, users can create Gmail labels for events in Salesforce calendar, add reminders to their Gmail inboxes, and generate reports based on the data in the G Suite account. Integrating Gmail with Salesforce also makes it possible for users to convert email attachments into tasks in Salesforce tasks list, attach documents directly to leads or contacts in Salesforce, create tasks from the comments in Google Docs, create Google Docs from Salesforce leads or contacts, etc. These powerful features make it easier for users to manage projects more effectively when they integrate Gmail with Salesforce.
Gmail integration with Salesforce is an effective combination that makes it easier for people to work together more efficiently. This combination increases productivity for businesses in many ways including faster communication between employees across departments, faster access to project information, easier project management, etc. Integrating Gmail with Salesforce can improve business processes and save valuable time that can be better spent on other important tasks.
The process to integrate Gmail and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
