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Gmail + Salesforce

Gmail + Salesforce

Gmail + Salesforce integrations

Create Salesforce attachments when new Gmail attachments arrive

This workflow initiates when you receive a new attachment in Gmail, ensuring that your Salesforce records stay up to date with key documents. By creating an attachment in Salesforce from your Gmail, the workflow enhances information collecting and coordination efforts. It saves time by eliminating manual uploads, creating a seamless transfer of important files from your email to your Salesforce platform. Simplify and expedite your document handling process with this essential automation.

  1. When this happens...
    New Attachment
    New Attachment
    New AttachmentTriggers when you receive a new attachment.
  2. automatically do this!
    Create Attachment
    Create Attachment
    Create AttachmentCreates a new attachment (max 25MB).
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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
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    • Label or mailbox
      Required
    Trigger
    Polling
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    • Label or mailbox
    Trigger
    Polling
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  • 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
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    • 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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