Create Salesforce records from new Gmail emails matching search criteria
Effortlessly manage your leads and stay organized by connecting Gmail and Salesforce! With this workflow, every time you receive a new email that matches your specified search criteria in Gmail, a corresponding record is created in Salesforce. Now, it's easier than ever to keep track of important conversations and maintain your sales pipeline with minimal manual intervention.
Effortlessly manage your leads and stay organized by connecting Gmail and Salesforce! With this workflow, every time you receive a new email that matches your specified search criteria in Gmail, a corresponding record is created in Salesforce. Now, it's easier than ever to keep track of important conversations and maintain your sales pipeline with minimal manual intervention.
- 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, Lead, Opportunity, etc.).
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