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  • Wordsmith logoWordsmith logo

Gmail + Salesforce + Wordsmith

Narrate new Salesforce opportunities with Wordsmith and send them through Gmail

Salesforce provides robust information about leads, prospects, and existing clients. Send this information to Wordsmith to stay on top of all your sales activity. This integration is great for internal reporting. Your team can monitor and report sales performance in natural language. You can even send that Wordsmith content back to Salesforce as a note within the opportunity.

Salesforce provides robust information about leads, prospects, and existing clients. Send this information to Wordsmith to stay on top of all your sales activity. This integration is great for internal reporting. Your team can monitor and report sales performance in natural language. You can even send that Wordsmith content back to Salesforce as a note within the opportunity.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerPolling
  2. automatically do this...
    WordsmithWordsmith
    Create Narrative

    Creates a narrative based on the data that you send.

    ActionWrite
  3. then do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Related categories

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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wordsmith logo

About Wordsmith

Wordsmith automatically turns data into articles and reports so you can generate personalized messages in real time for any audience.

Related categories