Gmail + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Gmail and Salesforce, with as many as 208 possible integrations. Are you ready to find your productivity superpowers?
Create Salesforce Leads from any Gmail Email [Business Gmail Accounts Only]
Job distribution platform ZipRecruiter takes email coming from Gmail and instantly turns them into Salesforce leads with the help of Zapier. With just a few minutes of setup time, they no longer have to go through the manual and tedious process of taking incoming emails and creating new leads in Salesforce by hand.
"The Zap resulted in ME NOT having to manually assign email leads and NOT having to hire a Salesforce consultant to create and test an email service."
-Kevin Gaither, ZipRecruiter
How it works
- You receive an incoming email into your Gmail account.
- Zapier will instantly create a brand new lead in your Salesforce account.
What You Need
- A Gmail email address
- A Salesforce account
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
- You receive an incoming email into your Gmail account.
Create cases on Salesforce for new emails received on Gmail [Business Gmail Accounts Only]
Make sure you don't miss important emails in your busy inbox: Set up this Gmail-Salesforce integration to capture them for you. After you set it up, we'll keep an eye on your Gmail inbox. Whenever you receive an email (or optionally only when a label gets a new email) we'll automatically send the contents to Salesforce, creating a new case for the message so you can kick off your processes right away.
How It Works
- A new email is received on Gmail
- Zapier creates a new case on Salesforce
What You Need
- Gmail account
- Salesforce account
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
Send Gmail email alerts for new Salesforce leads
Sometimes you and/or your colleagues need to know when a new lead is added to a Salesforce account. Use Zapier to watch your Salesforce account and generate a Gmail alert when a new lead is added. All new leads added after you set up this integration will trigger a Gmail alert. The email can be sent to multiple recipients.
Note: This Zapier integration will not generate Gmail alerts for existing leads in your Salesforce account, only new leads added after you've set it up.
How It Works
- A lead is added to a Salesforce account
- Zapier generates a Gmail alert
What You Need
- A Salesforce account
- A Gmail account
Parse resume files added as Gmail attachments via CandidateZip and add them as Salesforce leads
Streamlining your application process is crucial when you're receiving loads of applications for multiple positions. Set up this integration and whenever a new resume file is emailed to you as a Gmail attachment, CandidateZip will parse detailed information and Zapier will add the candidate to Salesforce automatically.
How this Gmail-CandidateZip-Workable integration works
- New resume attachment in Gmail is receieved
- Zapier adds new resume to CandidateZip to convert to fields
- Zapier creates a new candidate in Salesforce with these fields
Apps involved
- Gmail
- CandidateZip
- Salesforce
Narrate new Salesforce opportunities with Wordsmith and send them through Gmail
Salesforce provides robust information about leads, prospects, and existing clients. Send this information to Wordsmith to stay on top of all your sales activity. This integration is great for internal reporting. Your team can monitor and report sales performance in natural language. You can even send that Wordsmith content back to Salesforce as a note within the opportunity.
How this Salesforce-Wordsmith integration works
- A new opportunity is created in Salesforce
- Zapier sends the opportunity details to Wordsmith
- Wordsmith narrates the data according to your template
- Zapier sends Wordsmith narrative to contacts via Gmail
Apps involved
- Salesforce
- Wordsmith
- Gmail
Create custom Salesforce objects for new Eventbrite attendees and get email notifications
Don't lose sleep over organizing your next event. This automation helps make sure you're set up for success for the big day and beyond. Every time a new attendee registers for an Eventbrite event, Zapier will create a custom object in Salesforce and send out an email notification to keep you in the loop.
How this Eventbrite-Salesforce integration works
- A new attendee registers for an Eventbrite event
- Zapier creates a custom object in Salesforce
- Zapier sends an email notification via Gmail with the attendee details
Apps involved
- Eventbrite
- Salesforce
- Gmail
Add new Eventbrite attendees as Salesforce leads and get email notifications
An event attendee is a clear indication of a hot lead. This automation helps you get those leads into your CRM automatically. That way, you can engage these attendees beyond the day of the event. Plus, you'll get an email notification for all new leads.
How this Eventbrite-Salesforce-Gmail integration works
- Someone attends an Eventbrite event
- Zapier adds them as a lead in Salesforce
- Zapier notifies a designated recipient via Gmail
Apps involved
- Eventbrite
- Salesforce
- Gmail
Parse detailed CandidateZip resume files added as Gmail attachments and add them as Salesforce leads
Streamlining your application process is crucial when you're receiving loads of applications for multiple positions. Set up this integration and whenever a new resume file is emailed to you as a Gmail attachment, CandidateZip will parse the information and Zapier will add the candidate to Salesforce automatically.
How this Gmail-CandidateZip-Workable integration works
- New resume attachment in Gmail is receieved
- Zapier adds new resume to CandidateZip to convert to fields
- Zapier creates a new lead in Salesforce with these fields
Apps involved
- Gmail
- CandidateZip
- Salesforce
It's easy to connect Gmail + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when you receive a new email that matches a search string you provide.
Create (but do not send) a new email message.
Triggers when you receive a new email and label it within two days.
Create and send a new email message.
Triggers when you receive a new attachment (triggers once per attachment).
Create a new lead.
Triggers when you receive a new email and star it within two days.
Add a lead to a campaign.
Triggers when a new thread starts.
Create a new custom object (of the type you choose).
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