Connect Salesforce and Google AI Studio (Gemini) to unlock the power of automation

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Choose a Trigger

Choose an Action

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Quickly connect Salesforce to Google AI Studio (Gemini) with a Zapier template.

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Generate summaries of your leads inside your CRM with Google AI Studio (Gemini)
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Salesforce + Google AI Studio (Gemini)

Generate summaries of your leads inside your CRM with Google AI Studio (Gemini)

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Salesforce + Google AI Studio (Gemini)

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Conversation" in Google AI Studio (Gemini).

You’re connected!

Zapier seamlessly connects Salesforce and Google AI Studio (Gemini), automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- API Version
- Model
  Required
- Prompt
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- API Version
- Model
  Required
- System Instructions
- Message
  Required
- Memory Key
- Temperature
- Top P
- Top K
- Stop Sequences
- TestingCopy
Action
Write
- API Version
- Model
  Required
- System Instructions
- Prompt
  Required
- Google Search Grounding
- Max Output Tokens
- Temperature
- Top P
- Top K
- Stop Sequences
- TestingCopy
Action
Write

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Connect Salesforce and Google AI Studio (Gemini) to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Google AI Studio (Gemini) on the Zapier blog

Make work flow with AI

Level up your Salesforce to Google AI Studio (Gemini) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Salesforce + Google AI Studio (Gemini) integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Google AI Studio (Gemini)

How do I set up the initial connection between Salesforce and Google AI Studio (Gemini)?

To set up the connection between Salesforce and Google AI Studio, you need to authenticate both platforms. Our integration process guides you through granting the necessary permissions by logging into your Salesforce and Google accounts during the setup.

Can specific actions in Salesforce trigger events in Google AI Studio (Gemini)?

Yes, specific actions like creating or updating a record in Salesforce can be configured to trigger automated workflows in Google AI Studio. We allow customization of these triggers to align with your requirements.

What data can be shared between Salesforce and Google AI Studio during integration?

Data such as contact information, lead details, and opportunity records can be shared. The exact data points depend on the fields you map during integration setup, ensuring only necessary information is transferred.

Is it possible to automate feedback loops from Google AI Studio back into Salesforce?

Yes, you can automate feedback loops where insights or data processed in Google AI Studio are sent back to Salesforce. This can involve updating records or creating new entries based on AI-driven analysis.

Are there any limits on workflows I can create when integrating these platforms?

While there are no hard limits on the number of workflows, it's essential to ensure that each trigger-action pair serves a distinct function to maintain system efficiency. We recommend testing configurations thoroughly before finalizing them.

Do I need technical expertise to integrate Salesforce with Google AI Studio (Gemini)?

While having technical expertise can be beneficial, it's not required. Our setup wizard is designed for ease of use with clear instructions that guide you through each step of the integration process.

How do I troubleshoot issues that arise during the integration process?

If any issues arise during integration, checking our comprehensive troubleshooting guide is recommended. Common problems include permission errors or incorrect field mappings — our resources provide solutions tailored for both scenarios.

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Google AI Studio (Gemini)

Google AI Studio is a fast, easy way to start prototyping generative AI ideas using Google's Gemini model.

Learn moreLearn moreHelpHelp

Related categories

AI Models

Connect Salesforce and Google AI Studio (Gemini) to unlock the power of automation

Set up your first integration

Generate summaries of your leads inside your CRM with Google AI Studio (Gemini)

Generate summaries of your leads inside your CRM with Google AI Studio (Gemini)

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Salesforce and Google AI Studio (Gemini) to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

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Learn how to automate Google AI Studio (Gemini) on the Zapier blog

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Make work flow with AI

Frequently Asked Questions about Salesforce + Google AI Studio (Gemini) integrations

Connect Salesforce to Google AI Studio (Gemini) on the world's largest no-code automation platform