Gmail + Salesforce
Update Salesforce records when new Gmail emails arrive
With this workflow, when new emails arrive in your Gmail account, the information is instantaneously used to update records in Salesforce. This seamless integration makes sure your Salesforce records always reflect your most recent Gmail conversations, ensuring efficient data management and saving time on manual entry. This automatic process reduces the possibility of errors and keeps your business communications streamlined.
With this workflow, when new emails arrive in your Gmail account, the information is instantaneously used to update records in Salesforce. This seamless integration makes sure your Salesforce records always reflect your most recent Gmail conversations, ensuring efficient data management and saving time on manual entry. This automatic process reduces the possibility of errors and keeps your business communications streamlined.
- When this happens...New Email
Triggers when a new email appears in the specified mailbox.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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