Gmail + Salesforce
Create drafts in Gmail for every updated record in Salesforce
Streamline your workflow by setting up this automation between Salesforce and Gmail. Whenever a record is updated in Salesforce, a draft email is instantly created in Gmail. This seamlessly integrated process not only saves time but also ensures that you're always ready to communicate the latest information to your team or clients. Stay organized and efficient with this simplified workflow.
Streamline your workflow by setting up this automation between Salesforce and Gmail. Whenever a record is updated in Salesforce, a draft email is instantly created in Gmail. This seamlessly integrated process not only saves time but also ensures that you're always ready to communicate the latest information to your team or clients. Stay organized and efficient with this simplified workflow.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Draft
Create (but do not send) a new email message.
- Free forever for core features
- 14 day trial for premium features & apps
