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Gmail Salesforce Integration using AI Agents

Appy Pie Automate allows you to Integrate Gmail with Salesforce using AI Agents

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
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Simplify Gmail Salesforce Integration with seamless setup

Easily set up Gmail Salesforce Integration without coding. Start automating your workflows and Integrate Gmail with Salesforce today.

How Gmail and Salesforce Integrations Work

Follow the steps below to start setting up your Gmail integrations using Appy Pie Automate: using Appy Pie Automate:

  1. Steps

    Step 1: Select Trigger

    Choose Gmail as the trigger app, select event, authenticate & successfully Test

  2. Steps

    Step 2: Select Action

    After completing the trigger test, select Salesforce as the action app from the list.

  3. Steps

    Step 3: Authenticate

    Connect your Salesforce account & authenticate it.

  4. Steps

    Step 4: Setup & Test

    Select the data you want to send from Gmail to Salesforce & your AI Agent is ready!

Popular Templates for Gmail and Salesforce Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Gmail Integration
  • Salesforce Integration

Create Custom Object to Salesforce from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Contact in Salesforce when New Attachment is created in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Update Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Lead to Salesforce from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Lead

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Opportunity to Salesforce from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Opportunity

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Record to Salesforce from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Custom Object to Salesforce from New Labeled Email in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Create Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Contact to Salesforce from New Labeled Email in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Create Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Custom Object in Salesforce when New Labeled Email is created in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Update Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Event to Salesforce from New Labeled Email in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Create Event

Use template for free
  • Gmail Integration
  • Salesforce Integration

Add new Gmail emails containing attachment to Salesforce as contacts [REQUIRED : Business Gmail Account]

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Custom Object in Salesforce when New Attachment is created in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Update Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Record in Salesforce when New Attachment is created in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Update Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Event to Salesforce from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Event

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Lead to Salesforce from New Labeled Email in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Create Lead

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Contact in Salesforce when New Labeled Email is created in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Update Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Opportunity to Salesforce from New Labeled Email in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Create Opportunity

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Record in Salesforce when New Labeled Email is created in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Update Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Record to Salesforce from New Labeled Email in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Create Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Record in Salesforce when New Email Matching Search is created in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Update Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Custom Object to Salesforce from New Email Matching Search in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Create Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Contact in Salesforce when New Email Matching Search is created in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Update Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Opportunity to Salesforce from New Email Matching Search in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Create Opportunity

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Contact to Salesforce from New Email Matching Search in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Create Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Record to Salesforce from New Email Matching Search in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Create Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Lead to Salesforce from New Email Matching Search in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Create Lead

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Custom Object in Salesforce when New Email Matching Search is created in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Update Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Event to Salesforce from New Email Matching Search in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Create Event

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Custom Object in Salesforce when New Starred Email is created in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Update Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Record to Salesforce from New Starred Email in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Create Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Opportunity to Salesforce from New Thread in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Create Opportunity

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Contact in Salesforce when New Starred Email is created in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Update Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Lead to Salesforce from New Email in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Create Lead

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Contact to Salesforce from New Email in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Create Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Opportunity to Salesforce from New Email in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Create Opportunity

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Lead to Salesforce from New Thread in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Create Lead

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Custom Object to Salesforce from New Thread in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Create Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Lead to Salesforce from New Starred Email in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Create Lead

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Custom Object to Salesforce from New Starred Email in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Create Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Contact to Salesforce from New Starred Email in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Create Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Opportunity to Salesforce from New Starred Email in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Create Opportunity

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Event to Salesforce from New Starred Email in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Create Event

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Record in Salesforce when New Starred Email is created in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Update Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Contact to Salesforce from New Thread in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Create Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Record to Salesforce from New Thread in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Create Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Record in Salesforce when New Thread is created in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Update Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Contact in Salesforce when New Thread is created in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Update Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Custom Object in Salesforce when New Thread is created in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Update Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Event to Salesforce from New Thread in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Create Event

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Custom Object to Salesforce from New Email in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Create Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Event to Salesforce from New Email in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Create Event

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Record in Salesforce when New Email is created in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Update Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Contact in Salesforce when New Email is created in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Update Contact

Use template for free
  • Gmail Integration
  • Salesforce Integration

Update Custom Object in Salesforce when New Email is created in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Update Custom Object

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Record to Salesforce from New Email in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Create Record

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Attachment to Salesforce from New Attachment in Gmail

  1. When this happens:

    New Attachment

  2. Then do this:

    Create Attachment

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Attachment to Salesforce from New Email in Gmail

  1. When this happens:

    New Email

  2. Then do this:

    Create Attachment

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Attachment to Salesforce from New Email Matching Search in Gmail

  1. When this happens:

    New Email Matching Search

  2. Then do this:

    Create Attachment

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Attachment to Salesforce from New Labeled Email in Gmail

  1. When this happens:

    New Labeled Email

  2. Then do this:

    Create Attachment

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Attachment to Salesforce from New Starred Email in Gmail

  1. When this happens:

    New Starred Email

  2. Then do this:

    Create Attachment

Use template for free
  • Gmail Integration
  • Salesforce Integration

Create Attachment to Salesforce from New Thread in Gmail

  1. When this happens:

    New Thread

  2. Then do this:

    Create Attachment

Use template for free

Streamline Your Workflow with Appy Pie Automation

Salesforce Alternatives

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

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Frequently Asked Questions

Page reviewed by Abhinav Girdhar  | Last Updated on November 10, 2024, 5:21 am

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