Gmail + Salesforce
Create drafts in Gmail for new Salesforce records
Whenever a new record is added in Salesforce, this workflow promptly drafts an email in Gmail. It enhances productivity by eliminating the need for manual drafting of such emails, saving you time and effort. Harness the power of automation to make your Salesforce and Gmail interactions seamless, efficient and tailored for your communication needs.
Whenever a new record is added in Salesforce, this workflow promptly drafts an email in Gmail. It enhances productivity by eliminating the need for manual drafting of such emails, saving you time and effort. Harness the power of automation to make your Salesforce and Gmail interactions seamless, efficient and tailored for your communication needs.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DraftCreate a draft email message.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLabel or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLabel
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Send message to Google Contacts Group/Label
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ThreadRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Gmail
About Salesforce
Related categories
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- Send emails via Gmail when records in Salesforce are updated
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- Create Gmail labels for new Salesforce contacts
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- Send emails via Gmail for updated Salesforce record fields
- Generate draft emails using ChatGPT for new contacts in Salesforce
- Send emails for closed Salesforce deals with a ChatGPT-generated summary
Related Zap Templates
- Create Salesforce leads from new Gmail emails
- Send emails through Gmail with new Salesforce accounts
- Parse resume files added as Gmail attachments via CandidateZip and add them as Salesforce leads [Business Gmail Accounts Only]
- Create Gmail drafts for new SalesViewer visitors after logging them in Salesforce
- Send Gmail emails with new Salesforce records summarized by One AI
- Send Gmail emails for new Salesforce outbound messages
- Create Salesforce leads from new Gmail emails
- Create Salesforce records from new Gmail emails matching search criteria
- Add new labeled emails in Gmail to Salesforce campaigns as leads
- Create drafts in Gmail for every updated record in Salesforce
- Create new Salesforce leads from new labeled Gmail emails
- Update Salesforce contacts with each new Gmail email received
- Create drafts in Gmail for new leads in Salesforce
- Create new Salesforce contacts from new Gmail emails
- Send emails with Gmail for new contacts in Salesforce
- Send emails via Gmail when records in Salesforce are updated
- Add label to emails in Gmail for new records in Salesforce
- Send emails for closed Salesforce deals with a ChatGPT-generated summary
- Create custom Salesforce objects for new Eventbrite attendees and get email notifications via Gmail
- Create Salesforce cases for new emails received on Gmail
- Add new Eventbrite attendees as Salesforce leads and get email notifications
- Create Gavel sessions and send Gmail emails for new Salesforce records
- Parse resumes received via Gmail as attachments using Affinda and then add them as Salesforce leads
- Update Salesforce records when new labeled emails arrive in Gmail
- Update Salesforce records with new Gmail attachments
- Add new Gmail emails matching search to Salesforce campaigns as leads
- "reply to new outbound Salesforce messages with Gmail emails"
- Email new Salesforce opportunities and notify your teams in Slack
- Create Salesforce contacts from new labeled Gmail emails
- Create and send emails in Gmail for new contacts in Salesforce
- Create labels in Gmail for new leads in Salesforce
- Create Salesforce attachments when new Gmail attachments arrive
- Send emails via Gmail when Salesforce records are updated
- Create drafts in Gmail for new contacts in Salesforce
- Send emails via Gmail for updated Salesforce record fields
- Send Gmail email alerts for new Salesforce leads
- Narrate new Salesforce opportunities with Wordsmith and send them through Gmail
- Parse detailed CandidateZip resume files added as Gmail attachments and add them as Salesforce leads
- Send Gmail emails for updated Salesforce records
- Create bar charts with Image-Charts from newly updated fields on Salesforce records and send Gmail emails
- Add new Gmail emails to Salesforce campaigns as leads
- Create Salesforce leads from new Gmail emails matching search criteria
- Create Salesforce records from new labeled Gmail emails
- Send AI-generated welcome emails new leads in Salesforce with Claude
- Update Salesforce records when new Gmail emails arrive
- Send emails via Gmail when new leads are created in Salesforce
- Send welcome emails to new Salesforce contacts
- Create Salesforce records of data extracted by AI Textraction from new emails in Gmail
- Create new Salesforce records for each new Gmail thread
- Create Salesforce records from new Gmail emails matching a specific search
- Create Gmail labels for new Salesforce contacts
- Generate draft emails using ChatGPT for new contacts in Salesforce