Add Salesforce Essentials leads with new emails in Gmail
This integration gives you a quick and easy way to keep your lead data up to date. Once set up, a new lead will be automatically created for you in Salesforce Essentials whenever a new email is received to a specified Gmail inbox. Set up a designated Gmail account just for lead capture, so that you can get on to more important work!
This integration gives you a quick and easy way to keep your lead data up to date. Once set up, a new lead will be automatically created for you in Salesforce Essentials whenever a new email is received to a specified Gmail inbox. Set up a designated Gmail account just for lead capture, so that you can get on to more important work!
- When this happens...New Email
Triggers when a new e-mail appears in the specified mailbox.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
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