Mailshake + Salesforce + Gmail Integrations

How to connect Mailshake + Salesforce + Gmail

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Do even more with Mailshake + Salesforce + Gmail

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Mailshake, Salesforce, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Campaign
  Only look for clicks in this campaign. Or leave blank to look at clicks across all campaigns.
- Exclude Duplicates?
  Only react to a recipient's first click of a specific link. More info.
- Match Link
  Only look at links with this exact url.
Trigger
Scheduled
Try It
- Campaign
  Only look for leads from this campaign. Or leave blank to look at all campaigns.
- Lead Status
  Only look for a certain status change. Leave blank to consider all changes.
Trigger
Scheduled
Try It
- Campaign
  Only look for opens in this campaign. Or leave blank to look at opens across all campaigns.
- Exclude Duplicates?
  Only react to a recipient's first open of a specific email. More info.
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressRequired
- Full Name
  If first/last name are not specified, they will be set from this value.
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
  Fields that can be used in email templates for this person. First box is the name of the field, second is the value. Ergo: account and Firm ABC.
Action
Write
- CampaignRequired
- CSV FileRequired
  A publicly accessible link that hosts CSV-formatted data, column headers included. You must have a column (of any name) that represents an email address, and optionally a column to represent a full name. All other columns will be translated into fields that can be used for text replacements. Example header row looks like: "email,name,account" and on a separate line a recipient looks like: "john@doe.com,John Doe,Firm ABC".
- Email Address Column NameRequired
  The name of the column in your CSV file that represents recipient's email addresses.
- Full Name Column Name
  The name of the column in your data that represents a recipient's full name.
- Phone Number Column Name
  The name of the column in your data that represents a recipient's phone number.
- Facebook URL Column Name
  The name of the column in your data that represents a recipient's Facebook URL.
- Instagram ID Column Name
  The name of the column in your data that represents a recipient's Instagram ID.
- LinkedIn URL Column Name
  The name of the column in your data that represents a recipient's LinkedIn URL.
- Twitter ID Column Name
  The name of the column in your data that represents a recipient's Twitter ID.
- Account Column Name
  The name of the column in your data that represents a recipient's account.
Action
Write

- CampaignRequired
- Pause or Unpause?Required
  Whether the campaign should be paused or unpaused.
Action
Write
- Email AddressesRequired
  A comma (or newline) separated list of email addresses.
Action
Write

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
Try It
- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search
- Label/Mailbox
- Search String
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
  By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include in:inbox.
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or in:inbox subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- NameRequired
  Can have parents via a simple forward slash syntax: "Parent/Child"
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
Action
Search

- Assignee
  Only look for leads assigned to this team member.
- Campaign
  Only look for leads created for this campaign. Or leave blank to look at all campaigns.
Trigger
Scheduled
Try It
- Campaign
  Only look for emails sent from this campaign. Or leave blank to look at all campaigns.
- Message Type
  Only look at certain types of emails.
Trigger
Scheduled
Try It
- Campaign
  Only look for replies in this campaign. Or leave blank to look at replies across all campaigns.
- Reply Type
  Limit what kind of replies to include.
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressesRequired
  A comma (or newline) separated list of email addresses. Can include names like so: "John Doe" <john@doe.com>.
Action
Write
- CampaignRequired
  Leads will only be created from recipients in this campaign.
- Email AddressesRequired
  A comma (or newline) separated list of email addresses to create leads from.
Action
Write
- CampaignRequired
- Email AddressRequired
- Pause or Unpause?Required
  Whether the recipient should be paused or unpaused.
Action
Write
- CampaignRequired
  The campaign that has this lead.
- Email AddressRequired
- Lead Status
Action
Write
- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
  (Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Search or write

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How Mailshake + Salesforce + Gmail Integrations Work

Step 1: Authenticate Mailshake, Salesforce, and Gmail.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Mailshake + Salesforce + Gmail

About Mailshake

Mailshake is a simple outreach tool that works with any Google account.

Related categories

Drip Emails

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

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

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Mailshake + Salesforce + Gmail Integrations

How to connect Mailshake + Salesforce + Gmail

Do even more with Mailshake + Salesforce + Gmail

New Click

Campaign

Exclude Duplicates?

Match Link

New Lead Status

Campaign

Lead Status

New Open

Campaign

Exclude Duplicates?

Add Recipient by Email Address

CampaignRequired

Email AddressRequired

Full Name

First Name

Last Name

Phone Number

Facebook URL

Instagram ID

LinkedIn URL

Twitter ID

Account Name

Text Replacements

Add Recipients From CSV

CampaignRequired

CSV FileRequired

Email Address Column NameRequired

Full Name Column Name

Phone Number Column Name

Facebook URL Column Name

Instagram ID Column Name

LinkedIn URL Column Name

Twitter ID Column Name

Account Column Name

Pause/Unpause Campaign

CampaignRequired

Pause or Unpause?Required

Unsubscribe Recipients

Email AddressesRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc