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.
- When this happens...New Inbound Email
Triggers when an email is forwarded to your own custom zapiermail.com address.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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New Inbound Email
Triggers when an email is forwarded to your own custom
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ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
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