Smart Email Salesforce Leads

Effortlessly convert relevant Gmail conversations into Salesforce leads with our Smart Email integration. This automation streamlines your lead generation process, ensuring you never miss a potential opportunity while saving time on manual entry. Focus on closing deals, not on data management.

When this happens...

New Email Matching Search

Emit new event when an email matching the search criteria is received

automatically do this!

Create Lead

Create a lead in Hubspot. See the documentation

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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

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

Gmail

and

Salesforce

, and how they work together to automate your workflows.

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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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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Why

Gmail

+

Salesforce

= Perfect Match

When a new email matching your search criteria arrives in Gmail, a lead is automatically created in Salesforce, streamlining your sales process. This seamless integration bridges your email communications with your CRM, ensuring no potential lead slips through the cracks. By automating lead generation from relevant emails, your sales team can focus on nurturing relationships rather than manual data entry. The result is increased lead capture efficiency, improved sales team productivity, and enhanced conversion rates.