Gmail + Salesforce + Anthropic (Claude)
Send AI-generated welcome emails new leads in Salesforce with Claude
Engaging new leads promptly and personally can significantly enhance conversion rates. This Zap template streamlines your lead engagement process by automatically crafting and sending personalized welcome emails to new leads or customers recorded in Salesforce, with the assistance of Anthropic (Claude). On the detection of a new record in Salesforce, a conversation is triggered with Claude to generate a warm and engaging welcome email, which is then dispatched via Gmail.
Engaging new leads promptly and personally can significantly enhance conversion rates. This Zap template streamlines your lead engagement process by automatically crafting and sending personalized welcome emails to new leads or customers recorded in Salesforce, with the assistance of Anthropic (Claude). On the detection of a new record in Salesforce, a conversation is triggered with Claude to generate a warm and engaging welcome email, which is then dispatched via Gmail.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this...Send Message
Sends a message to Claude and the model generates the next message in the conversation, storing the messages as you go.
- then do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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