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Set up your first integration
Quickly connect Gmail to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Gmail with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Attachment" from Gmail.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Gmail and Salesforce, automating your workflow.
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Frequently Asked Questions about Gmail + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gmail and Salesforce
How do I integrate Gmail with Salesforce?
To integrate Gmail with Salesforce, you can use automation tools such as Zapier. You need to set up a trigger in Gmail, for instance, when a new email is received, and define an action in Salesforce, like creating or updating a record.
What are the prerequisites for integrating Gmail with Salesforce?
Before setting up the integration between Gmail and Salesforce, ensure that you have accounts in both platforms. Additionally, allow access for third-party applications permissions on both services to utilize their APIs effectively.
Can I automatically create Salesforce leads from Gmail emails?
Yes, using our platform, you can configure a trigger for new emails in Gmail to automatically create a lead in Salesforce. Specify criteria like the email sender or subject line to filter relevant emails.
How can I ensure data accuracy when syncing Gmail and Salesforce?
To ensure data accuracy during synchronization between Gmail and Salesforce, use built-in filters and formatting options provided by our platform to match fields correctly. Regularly test your integration setup to monitor its performance.
Is it possible to customize which email data gets sent to Salesforce?
Yes, it is possible. Our platform allows customization of the email fields that are transferred from Gmail to Salesforce. You can select specific elements like sender information, subject lines, or body content based on your requirements.
What kind of triggers can I set up in this integration?
Various triggers can be set up such as receiving a new email in a specific label or inbox in Gmail which can initiate actions like creating a task or note in Salesforce. These triggers help streamline your workflow automation processes.
Are there any limitations when integrating Gmail with Salesforce through Zapier?
Integrating through our platform may have limitations related to API call usage limits from either service provider. Ensure your expected usage falls under the allowable limits by checking Google’s and Salesforce’s documentation.
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Marketing & Marketing OpsSupported 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.
- Label or mailbox
- Search keywords
Try ItTriggerPolling- Label or mailbox
Try ItTriggerPolling- Search keywords
Try ItTriggerPolling- Label or mailbox
Try ItTriggerPolling
- New Label
Triggers when you add a new label.
Try ItTriggerPolling - Label or mailbox
Try ItTriggerPolling- New Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerPolling - Label
- MessageRequired
ActionWrite
