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Gmail + Salesforce

Update Salesforce records when new Gmail emails arrive

With this workflow, when new emails arrive in your Gmail account, the information is instantaneously used to update records in Salesforce. This seamless integration makes sure your Salesforce records always reflect your most recent Gmail conversations, ensuring efficient data management and saving time on manual entry. This automatic process reduces the possibility of errors and keeps your business communications streamlined.

With this workflow, when new emails arrive in your Gmail account, the information is instantaneously used to update records in Salesforce. This seamless integration makes sure your Salesforce records always reflect your most recent Gmail conversations, ensuring efficient data management and saving time on manual entry. This automatic process reduces the possibility of errors and keeps your business communications streamlined.

  1. When this happens...
    GmailGmail
    New Email

    Triggers when a new email appears in the specified mailbox.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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.