Salesforce
When this happens...
SalesforceNew Opportunity
do these tasks!
WordsmithCreate Narrative
GmailSend Email

Salesforce provides robust information about leads, prospects, and existing clients. Send this information to Wordsmith to stay on top of all your sales activity. This integration is great for internal reporting. Your team can monitor and report sales performance in natural language. You can even send that Wordsmith content back to Salesforce as a note within the opportunity.

How this Salesforce-Wordsmith integration works

  1. A new opportunity is created in Salesforce
  2. Zapier sends the opportunity details to Wordsmith
  3. Wordsmith narrates the data according to your template
  4. Zapier sends Wordsmith narrative to contacts via Gmail

Apps involved

  • Salesforce
  • Wordsmith
  • Gmail

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Salesforce + Gmail and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Email Matching Search

Triggers when you receive a new email that matches a search string you provide.

Create Contact

Create a new contact.

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

One of the most popular email services, Gmail keeps track of all your emails with treaded conversations, tags, and Google-powered search to locate find any message you need.

See Gmail Integrations