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Gmail + Salesforce Essentials

Create and send Gmail emails for new Salesforce Essentials records

Stay on top of new records in Salesforce Essentials and seamlessly send important updates via Gmail with this powerful automation. Whenever a new record is created in Salesforce Essentials, an email will be sent through your Gmail account, keeping your team informed and ensuring efficient communication. Save time and streamline your sales process with this essential workflow.

Stay on top of new records in Salesforce Essentials and seamlessly send important updates via Gmail with this powerful automation. Whenever a new record is created in Salesforce Essentials, an email will be sent through your Gmail account, keeping your team informed and ensuring efficient communication. Save time and streamline your sales process with this essential workflow.

  1. When this happens...
    Salesforce EssentialsSalesforce Essentials
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce Essentials triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    Action
    Write
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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