Update Salesforce records with new Gmail attachments
Effortlessly keep your Salesforce records up-to-date with this seamless workflow. When a new attachment is received in Gmail, the corresponding record in Salesforce will be updated, ensuring that your data remains accurate and current. Stay organized and save time by streamlining your email and CRM processes with this handy automation.
Effortlessly keep your Salesforce records up-to-date with this seamless workflow. When a new attachment is received in Gmail, the corresponding record in Salesforce will be updated, ensuring that your data remains accurate and current. Stay organized and save time by streamlining your email and CRM processes with this handy automation.
- When this happens...New Attachment
Triggers when you receive a new attachment (triggers once per attachment).
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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