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Gmail + Salesforce

Gmail + Salesforce

Gmail + Salesforce integrations

Create Salesforce records from new Gmail emails matching search criteria

Effortlessly manage your leads and stay organized by connecting Gmail and Salesforce! With this workflow, every time you receive a new email that matches your specified search criteria in Gmail, a corresponding record is created in Salesforce. Now, it's easier than ever to keep track of important conversations and maintain your sales pipeline with minimal manual intervention.

  1. When this happens...
    New Email Matching Search
    New Email Matching Search
    New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Gmail and Salesforce

Discover other triggers and actions you can use with Gmail and Salesforce

    • Label or mailbox
    • Search keywords
    Trigger
    Polling
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    • Label or mailbox
      Required
    Trigger
    Polling
    Try It
    • Label or mailbox
    Trigger
    Polling
    Try It
  • Gmail triggers, actions, and search
    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Polling
    Try It
    • Label or mailbox
      Required
    Trigger
    Polling
    Try It
    • Search keywords
      Required
    Trigger
    Polling
    Try It
    • Label/Mailbox
    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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