Gmail + Salesforce Essentials
Create records in Salesforce Essentials from new emails matching search in Gmail
Simplify your email and CRM processes with this efficient workflow. When a new email arrives in Gmail that matches a specific search, a corresponding record will be created in Salesforce Essentials. This automation allows you to concentrate on more pressing tasks by ensuring that important emails never miss being added to your sales pipeline. Reduce manual data entry and let this workflow streamline your operations.
Simplify your email and CRM processes with this efficient workflow. When a new email arrives in Gmail that matches a specific search, a corresponding record will be created in Salesforce Essentials. This automation allows you to concentrate on more pressing tasks by ensuring that important emails never miss being added to your sales pipeline. Reduce manual data entry and let this workflow streamline your operations.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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