Gmail
Salesforce

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

Triggers
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0
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Actions
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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

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.

Similar integrations

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.

Popular App Usecases

Smart Email Support Tickets
Create tickets from specific email searches
Email to Support Ticket Creator
Create support tickets from emails
Smart Email Help Desk Bridge
Help desk bridge for targeted emails
Email Help Desk Ticket Creator
Create help desk tickets from emails
Email CRM Contact Sync
Sync email contacts with CRM
Smart Email Salesforce Leads
Generate Salesforce leads from emails
Email to Support Contact Bridge
Create support contacts from emails
Email Intercom Contact Sync
Sync email contacts with Intercom
Smart Email Lead Generator
Generate leads from targeted emails

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