Gmail
Salesforce

Gmail and Salesforce Integration

Connecting Gmail with Salesforce helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between Gmail and Salesforce, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New Sent Email
Emit new event for each new email sent
New Labeled Email
Emit new event when a new email is labeled
New Email Received
Emit new event when a new email is received
New Attachment Received
Emit new event for each attachment in a message received
New Email Matching Search
Emit new event when an email matching the search criteria is received
Post a Message to Chatter Feed
Post a feed item in Chatter. See the documentation
Find Records
Retrieves selected fields for some or all records of a selected object. See the documentation
Delete Record
Deletes an existing record in an object. See the documentation
Create Event
Creates an event. See the documentation
Delete Opportunity
Deletes an opportunity. See the documentation
Create User
Creates a Salesforce user. See the documentation
Create Task
Creates a task. See the documentation
Create Record
Create a record of a given object. See the documentation
Create Note
Creates a note. See the documentation

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Gmail and Salesforce?

Pairing Gmail with Salesforce gives teams a unified flow where emails meet leads without manual copy paste. The integration respects rate limits and retries gracefully so the pipeline stays stable even at peak times. This gives your team better visibility, faster follow ups, and cleaner reporting across both systems. For example, Create Salesforce contacts from emails Generate Salesforce leads from emails

Connect
Gmail
and
Salesforce
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use Gmail with Salesforce?

A straightforward win is Generate Salesforce leads from emails. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event when a new email is received and then perform Create Opportunity in Salesforce?

Yes, you can set up a workflow so that when trigger new event when a new email is received, Ayudo carries out Create Opportunity in Salesforce. You control filters and field mappings so only the right events trigger the action.

Can we start from Salesforce and drive Send Email in Gmail?

Absolutely. When trigger new event when a record of the selected object type is created. See the documentation, Ayudo can run Send Email in Gmail so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Can we control which fields sync between Gmail and Salesforce?

You can configure one way or two way sync, set field mappings, and add rules to include or exclude records by status, priority, or labels so the data stays relevant and clean.

What problems does connecting Gmail and Salesforce actually solve?

Bringing the two apps together removes manual updates and missing context so your team can move faster. Ayudo keeps critical records aligned and cuts down on app switching which improves response times, data quality, and accountability.

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