Salesforce Email Automation

Streamline your communication by automating email outreach directly from Salesforce records into Gmail. This integration ensures timely follow-ups and personalized engagement, helping you nurture leads effortlessly and enhance your productivity without the hassle of manual emailing.

When this happens...

New Record

New event when a record of the selected object type is created.

automatically do this!

Send Email

Send an email from your Google Workspace email account

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Explore Triggers and Actions

New Updated Record

New event when a record of the selected type is updated.

New Record

New event when a record of the selected object type is created.

New Outbound Message

New event when a new outbound message is received in Salesforce.

New Deleted Record

New event when a record of the selected object type is deleted.

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

About the apps

Learn more about

Salesforce

and

Gmail

, and how they work together to automate your workflows.

About

Salesforce

Salesforce is the world's #1 CRM platform helping businesses connect with customers through cloud-based solutions to drive revenue growth.

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About

Gmail

Gmail is Google's email service providing secure, intelligent email with powerful search, organization features, and Google Workspace integration.

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Why

Salesforce

+

Gmail

= Perfect Match

When a new record is created in Salesforce, an email is automatically sent via Gmail, ensuring timely communication with your team or clients. This seamless integration bridges the gap between your CRM and email, streamlining your workflow and reducing manual effort. By automating email notifications, you can focus on more strategic tasks while ensuring that critical updates are never missed. The result is enhanced productivity, improved response times, and stronger relationships with your contacts.