Salesforce
Gmail

Salesforce and Gmail Integration

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

Explore Triggers and Actions

New Updated Record
Emit new event when a record of the selected type is updated. See the documentation
New Record
Emit new event when a record of the selected object type is created. See the documentation
New Outbound Message
Emit new event when a new outbound message is received in Salesforce.
New Deleted Record
Emit new event when a record of the selected object type is deleted. See the documentation
Create Draft
Create a draft from your Google Workspace email account
Approve Workflow
Suspend the workflow until approved by email
Add Label to Email
Add label(s) to an email message

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 Salesforce and Gmail?

With Ayudo, Salesforce and Gmail collaborate natively so your team can act on leads right where they manage emails. Every workflow is transparent with run history and error handling so your admins can trust the results. That means fewer gaps, quicker handoffs, and a shared source of truth for daily operations. For example, Email alerts for Salesforce updates Automate emails from Salesforce records

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

Frequently asked questions

What is a practical way to use Salesforce with Gmail?

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 record of the selected object type is created. See the documentation and then perform Send Email in Gmail?

Yes, you can set up a workflow so that when trigger new event when a record of the selected object type is created. See the documentation, Ayudo carries out Send Email in Gmail. You control filters and field mappings so only the right events trigger the action.

Can we start from Gmail and drive Update Account in Salesforce?

Absolutely. When trigger new event when a new email is labeled, Ayudo can run Update Account in Salesforce so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Is the sync one way or two way between Salesforce and Gmail?

Setup is guided and code free and you can define field mappings, filters, and schedules. You also control who can create or approve workflows so the process stays governed.

What problems does connecting Salesforce and Gmail 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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