Gmail + Salesforce Essentials

Create and send Gmail emails for new Salesforce Essentials records

Stay on top of new records in Salesforce Essentials and seamlessly send important updates via Gmail with this powerful automation. Whenever a new record is created in Salesforce Essentials, an email will be sent through your Gmail account, keeping your team informed and ensuring efficient communication. Save time and streamline your sales process with this essential workflow.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
TriggerPolling
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
Action
Write

- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
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- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- LeadRequired
Action
Write
- Salesforce ObjectRequired
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
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- Search keywordsRequired
Trigger
Polling
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- Label/Mailbox
Trigger
Polling
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- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

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