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Email by Zapier + Salesforce

Update Salesforce records when new inbound emails arrive in Email by Zapier

Keep your Salesforce records up-to-date by leveraging this efficient email-driven workflow. When you receive a new inbound email in Email by Zapier, this automation updates the corresponding record in Salesforce. Stay organized and save time by streamlining your record management process with this handy solution.

Keep your Salesforce records up-to-date by leveraging this efficient email-driven workflow. When you receive a new inbound email in Email by Zapier, this automation updates the corresponding record in Salesforce. Stay organized and save time by streamlining your record management process with this handy solution.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  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

What does this mean?
    • Email AddressRequired

    Trigger
    Instant
    Try It
    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Setup Directions

    Trigger
    Instant
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Help

Related categories

  • Email
  • Zapier
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier