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Gmail + Salesforce

Create Salesforce records from new labeled Gmail emails

Easily organize and track your important emails by creating Salesforce records whenever you receive a new labeled email in Gmail. This automation simplifies the process of managing customer information, ensuring all relevant details are directly available in Salesforce for better insight and organization. Stay updated on crucial communications with minimal manual effort.

Easily organize and track your important emails by creating Salesforce records whenever you receive a new labeled email in Gmail. This automation simplifies the process of managing customer information, ensuring all relevant details are directly available in Salesforce for better insight and organization. Stay updated on crucial communications with minimal manual effort.

  1. When this happens...
    GmailGmail
    New Labeled Email

    Triggers when an email is labeled. Also triggers when a reply is added to the conversation.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Label or mailbox

    • Search keywords

    Trigger
    Polling
    Try It
    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Label or mailbox

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

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Polling
    Try It
    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label/Mailbox

    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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About Salesforce

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