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.
- Entry DeletedTriggers when an entry is deleted.Trigger
- New EntryTriggers when someone fills out your form.Trigger
- New OrderTriggers when an order is created.Trigger
- New PaymentTriggers when a payment is collected.Trigger
- New RefundTriggers when a refund is issued.Trigger
- Update EntryTriggers when someone updates an entry.Trigger
- Create EntryCreates a new entry.Action
- Update EntryUpdates an entry.Action
- 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
Connect your apps and automate workflows
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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.
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