Gmail
When this happens...
SalesforceNew Opportunity
do these tasks!
WordsmithCreate Narrative
GmailSend 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Email Matching Search

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

Create Draft

Create (but do not send) a new email message.

New Labeled Email

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

Send Email

Create and send a new email message.

New Attachment

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

Create Lead

Create a new lead.

New Starred Email

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

Add a Lead to a Campaign

Add a lead to a campaign.

New Thread

Triggers when a new thread starts.

Create Custom Object

Create a new custom object (of the type you choose).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations