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Gmail + Salesforce + Rillet

Gmail + Salesforce + Rillet

Gmail + Salesforce integrations

Create Rillet customers and send Gmail emails for new Salesforce contacts

When new contacts are added to Salesforce, this automation creates a corresponding customer record in Rillet and sends a follow-up email through Gmail. It keeps your financial system in sync with your CRM without any manual work, so your team can focus on building the relationship instead of managing the data.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new Contact is created.
  2. automatically do this...
    Create Customer
    Create Customer
    Create CustomerCreates a new customer in Rillet.
  3. then do this!
    Send Email
    Send Email
    Send EmailTriggers when a new email appears in the specified mailbox.
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Start free with email
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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Rillet is a app AI-native ERP. Automation, speed and scale for mid-market and enterprise finance teams
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