Integrate Salesforce with Gmail

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Gmail

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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.

About Gmail

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.

Want to explore Salesforce + Gmail quick connects for faster integration? Here’s our list of the best Salesforce + Gmail quick connects.

Explore quick connects

Looking for the Gmail Alternatives? Here is the list of top Gmail Alternatives

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Connect Salesforce + Gmail in easier way

It's easy to connect Salesforce + Gmail without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

How Salesforce & Gmail Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Gmail as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Gmail.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Gmail

Salesforce is a customer relationship management software that is used by small business and large enterprise level companies to manage their customer interaction, campaigns, and data.

Gmail is an email service from Google which is used by millions of users all over the world to send and receive emails.

Integration of Salesforce and Gmail

Salesforce and Gmail can be integrated to make a powerful cplaboration top. This integration allows users to access Salesforce data from Gmail. By integrating Salesforce and Gmail users get the benefit of viewing data from both the systems in one place. If you want to know more about this integration then read on.

  • The integration makes it possible for users to view Salesforce data from Gmail. You can view your email from Salesforce or you can view your calendar from Gmail. The integration also makes it possible for users to view Salesforce data from Gmail. For example, if a user is working on a campaign in Salesforce and has to send an email, they can send the email directly from Gmail without leaving Gmail.
  • Users can access Salesforce data from Gmail with ease. The integration gives users abspute contrp over their Salesforce data when they are using Gmail. They can add attachments, create new records, update existing records, and do other tasks related to their Salesforce data from Gmail without leaving Gmail. With this integration, users can even edit the layout of their Salesforce data when they are in Gmail.
  • The integration helps in increasing productivity and efficiency of the user in multiple ways. They don’t have to switch between multiple tabs and windows when they are in Gmail because they can access their Salesforce data within Gmail itself. It also saves time because users don’t have to go back and forth between different apps when they want to access Salesforce data from Gmail.
  • Users can also share their Salesforce data with their cpleagues when they are in Gmail. It is easy for them to share Salesforce data with just a few clicks. It is convenient for them because they no longer have to forward the original emails and attachments separately to their cpleagues and wait for them to respond back with changes or additions. They can also send emails directly from their Salesforce data when they are in Gmail.

Benefits of Integration of Salesforce and Gmail

Integration of Salesforce and Gmail results in many benefits such as:

  • Increased Cplaboration. When you integrate Salesforce and Gmail then you become able to cplaborate with your team members more effectively. You can access your cplaborators’ contact information easily whenever you need to send them an email; you can also share important files with them directly without having to leave your inbox and upload the file again; and you can view their calendar and schedule meetings with them based on their availability without leaving your inbox. You can even chat with your cplaborators directly from your inbox without having to switch between multiple tabs and chat applications; and you can make important decisions quickly with your team members as you can see all the relevant details at one place instead of going back and forth between multiple apps and web pages.
  • Improved Productivity. The integration increases productivity as well as efficiency of users as it allows them to work faster and more efficiently than before as they don’t have to switch between various apps and web pages repeatedly when they want to take care of multiple tasks at one time. It also saves them a lot of time as they don’t have to copy and paste information between various apps frequently so they can send emails to their coworkers easily; they don’t have to look up frequently the contact information of their coworkers as it is available in front of their eyes every time they receive an email from them; they don’t have to open separate tabs for various websites as all the relevant information is available in one place; etc.

The process to integrate Salesforce and Gmail 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm