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Email by Zapier + Salesforce

Create new Salesforce records for every new inbound Email by Zapier

Whenever you receive a new inbound email via Email by Zapier, this workflow promptly creates a record in Salesforce. This process efficiently keeps track of all incoming emails directly into your Salesforce records, significantly enhancing your customer follow-ups and interactions. Harness the power of this automation to streamline your email and CRM management.

Whenever you receive a new inbound email via Email by Zapier, this workflow promptly creates a record in Salesforce. This process efficiently keeps track of all incoming emails directly into your Salesforce records, significantly enhancing your customer follow-ups and interactions. Harness the power of this automation to streamline your email and CRM management.

  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
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • Email AddressRequired

    Trigger
    Instant
    Try It

    • Free Test Limitation

    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

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

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Setup Directions

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

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • 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
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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!
Learn more

Related categories

  • Email
  • Zapier
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

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