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Narrate new Salesforce opportunities with Wordsmith and send them through Gmail

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Narrative

  3. Then do thisStep 3: Send Email

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

  1. A new opportunity is created in Salesforce
  2. Zapier sends the opportunity details to Wordsmith
  3. Wordsmith narrates the data according to your template
  4. Zapier sends Wordsmith narrative to contacts via Gmail

Apps involved

  • Salesforce
  • Wordsmith
  • Gmail
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Connect Gmail + Salesforce in Minutes

It's easy to connect Gmail + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Attachment

Triggers when you receive a new attachment (triggers once per attachment).

New Labeled Email

Triggers when you receive a new email and label it within two days.

New Email Matching Search

Triggers when you receive a new email that matches a search string you provide.

New Thread

Triggers when a new thread starts.

Create Attachment

Create a new attachment (max 25MB).

New Label

Triggers when you add a new label.

New Email

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

New Starred Email

Triggers when you receive a new email and star it within two days.

Create Account

Create a new account.

Create Campaign

Create a new campaign.

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