Skip to content
Log inSign up

Connect Email by Zapier and Salesforce to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Email by Zapier with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Email by Zapier

A trigger is an event that starts your Zap and runs the workflow. For example, with Email by Zapier, a trigger could be "New Inbound Email."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Email by Zapier to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Email by Zapier to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Email by Zapier + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Email by Zapier and Salesforce

What are the common triggers available when integrating Email by Zapier with Salesforce?

Our integration typically uses triggers such as New Inbound Email, which allows emails received in your Zapier mailbox to initiate actions in Salesforce. This can include creating a new lead or updating an existing contact.

Can I send automatic replies through Email by Zapier when a record is updated in Salesforce?

Yes, you can set up an action in our integration to send an Outbound Email via Email by Zapier whenever a record, such as a contact or opportunity, is updated in Salesforce.

Is it possible to customize the emails sent through the integration?

Absolutely! Our integration allows you to customize both the subject and body of the email, using data from Salesforce records to personalize each message.

How do I manage errors that occur during email sending with the Salesfore integration?

If an error occurs during email sending, our reporting function provides detailed logs where you can identify and rectify issues, ensuring smooth communications between your systems.

Can I trigger Salesforce workflows from an inbound email using Email by Zapier?

Yes, receiving an email via Email by Zapier can trigger various workflows and processes within Salesforce. For example, it could automatically assign tasks to sales reps based on the content of an inbound email.

How secure is the data transfer between Email by Zapier and Salesforce?

We prioritize security and ensure that all data transferred between Email by Zapier and Salesforce is encrypted. Additionally, we comply with industry-standard best practices for data security.

What limitations should I be aware of when using this integration?

While our integration is robust, there are some limitations such as API call limits imposed by Salesforce and restrictions on the amount of data that can be processed per email.

Connect Email by Zapier and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Email by Zapier triggers, actions, and search
    New Inbound Email

    Triggers when an email is forwarded to your own custom

    Trigger
    Instant
    Try It
    • Zap_id
    • Free_test_limitation
    • To
      Required
    • Subject
      Required
    • 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
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    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
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Polling
    Try It

Learn how to automate Email by Zapier on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

email logo
email logo
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 moreHelp
Related categories
  • Email
  • Zapier
salesforce logo
salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Connect Email by Zapier to Salesforce on the world's largest no-code automation platform

    Google Logo Sign up with Google