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Gmail + Salesforce + Wordsmith

Gmail + Salesforce + Wordsmith

Gmail + Salesforce integrations

Narrate new Salesforce opportunities with Wordsmith and send them through Gmail

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.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this...
    Create Narrative
    Create Narrative
    Create NarrativeCreates a narrative based on the data that you send.
  3. then do this!
    Send Email
    Send Email
    Send EmailTriggers when a new email appears in the specified mailbox.
Start free with email
Start free with email
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More things you can do with these apps

Discover other triggers and actions you can use with Salesforce, Wordsmith, and more

  • Salesforce triggers, actions, and search
    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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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Wordsmith
Wordsmith automatically turns data into articles and reports so you can generate personalized messages in real time for any audience.
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