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Gmail + Salesforce + Gavel

Create Gavel sessions and send Gmail emails for new Salesforce records

Use this Zapier integration to create a session of a Gavel workflow and populate it with data from a new Salesforce record. Then, this integration will send a Gmail email to your clients or team to continue the workflow.

Use this Zapier integration to create a session of a Gavel workflow and populate it with data from a new Salesforce record. Then, this integration will send a Gmail email to your clients or team to continue the workflow.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this...
    GavelGavel
    Create and Populate a New Session

    Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.

    ActionWrite
  3. then do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
gmail logo
gmail logo

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.
Learn more

Related categories

  • Email
  • Google

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more
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About Gavel

Gavel is a no-code platform for document automation and building expert systems.

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