Cognito Forms + Gmail + Salesforce Integrations

How to connect Cognito Forms + Gmail + Salesforce

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Do even more with Cognito Forms + Gmail + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, Gmail, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Entry Deleted
Triggers when an entry is deleted.
Trigger
Instant
New Entry
Triggers when someone fills out your form.
Trigger
Instant
New Order
Triggers when an order is created.
Trigger
Instant
New Payment
Triggers when a payment is collected.
Trigger
Instant
New Refund
Triggers when a refund is issued.
Trigger
Instant

Update Entry
Triggers when someone updates an entry.
Trigger
Instant
Create Entry
Creates a new entry.
Action
Write

Update Entry
Updates an entry.
Action
Write

Cognito Forms
Sets the availability of a form.
Scheduled
Action
Cognito Forms
Gets an entry document.
Scheduled
Action
Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
Gmail
Triggers when you add a new label.
Scheduled
Trigger
Gmail
Triggers when you label an email.
Scheduled
Trigger
Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
Gmail
Triggers when a new thread starts.
Scheduled
Trigger
Gmail
Add a label to an email message.
Scheduled
Action
Gmail
Create (but do not send) a new email message.
Scheduled
Action
Gmail
Creates a new label.
Scheduled
Action
Gmail
Create and send a new email message.
Scheduled
Action
Gmail
Remove a label from an email message.
Scheduled
Action
Gmail
Send a reply to an email message.
Scheduled
Action
Gmail
Finds an email message.
Scheduled
Action
Gmail
Finds or creates a specific message.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

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How Cognito Forms + Gmail + Salesforce Integrations Work

Step 1: Authenticate Cognito Forms, Gmail, and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cognito Forms + Gmail + Salesforce

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more

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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.

Learn more