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Gmail + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Gmail and Salesforce

About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Gmail and Salesforce Integrations

  • Gmail Salesforce

    Gmail + Salesforce

    Add new Gmail emails containing attachment to Salesforce as contacts [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Salesforce Create Contact

    If you’re looking for an easier way to export your Gmail contacts to your CRM systems, try this integration. Use Appy Pie Connect to automatically send Gmail emails containing an attachment to Salesforce as new contacts. Once this Gmail-Salesforce integration has been set up all the new Google emails (with attachment) from that point forward will automatically be copied to Salesforce.

    How this Gmail-Salesforce Integration Works
    • A new email with attachment is received on Gmail
    • Appy Pie Connect automatically creates a contact in Salesforce.
    What You Need
    • A Gmail account
    • A Salesforce account
  • Gmail Slack

    Gmail + Slack

    Send private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Slack Send Channel Message
    Do you want to keep your Slack’s teammates updated on every new email in Gmail? Take it easy, Appy Pie Connect will do it for you. Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. So, make your team collaboration more efficient by integrating your Gmail with Slack now.
    How this Gmail-Slack integration works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect will automatically notify every member on your Slack
    What You Need
    • A Gmail account
    • A Slack account
  • Gmail Google Drive

    Gmail + Google Drive

    Save new Gmail attachments (original file format) to Google Drive Read More...
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Google Drive Upload File
    It might be easy to selectively save Gmail attachments to Google Drive, but when you automate this process with Appy Pie Connect, it gets easier than easy. After setting up Gmail-Google Drive integration, attachments from all incoming Gmail emails will be automatically saved into your Google Drive in the original file format as they come from the sender (e.g. PDF, PNG or DOCX). So, don’t wait and try this integration now and automate repetitive tasks in your workflow.
    How it Works
    • A new email with an attachment is received in your Gmail account
    • Appy Pie Connect copies the attachment and saves it to your Google Drive account
    What You Need
    • A Gmail account
    • A Google Drive account
  • Gmail Google Sheets

    Gmail + Google Sheets

    Save Gmail emails matching certain traits to a Google Spreadsheet Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Tired of finding, copying and moving data from your Gmail account to Google spreadsheets? Don’t worry, Appy Pie Connect will automate this process in just a few minutes. You don’t need to learn to code, just set up search criteria (i.e. emails from: [email protected]) to filter your emails so that whenever an email matching your specified criteria hits your inbox it’s automatically added to your Google Spreadsheet.
    How It Works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect copies the message and adds it to a new row in your Google Sheets
    What You Need
    • A Gmail account
    • A Google account(with access of Google spreadsheet)
  • Gmail Google Sheets

    Gmail + Google Sheets

    Add new incoming Gmail emails that match a label to Google Sheets as new rows Read More...
    When this happens...
    Gmail New Labeled Email
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Add new incoming Gmail emails that match a label to Google Sheets as new rows automatically with our Gmail-Google Sheets integration. After setting this integration up, we'll watch your Gmail account 24/7 on your behalf. Whenever any new email matching the specified label is found in your Gmail account, Appy Pie Connect will automatically add its data to a new row on Google sheets.
    How It Works
    • A new label is added to an email on Gmail
    • Appy Pie Connect automatically adds data to a new row on Google sheets
    What You Need
    • A Gmail account
    • A Google account (with Google Sheets access)
  • Gmail Google Sheets

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    {{item.message}} Read More...
    When this happens...
    Gmail {{item.triggerTitle}}
     
    Then do this...
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Connect Gmail + Salesforce in easier way

It's easy to connect Gmail + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Gmail & Salesforce Integrations Work

  1. Step 1: Choose Gmail as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Gmail with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gmail and Salesforce

Gmail is a free web-based email service developed by Google. It is widely used for business and personal purposes. There are more than 1 billion Gmail users worldwide and more than 800 million active users per month.

Google’s creation of the Gmail has changed the way people communicate and manage their businesses and personal lives. Gmail is an excellent email service that helps users to stay organized and productive.

Salesforce is a cloud computing company that provides numerous products to help businesses sell, market, and service customers. Salesforce was founded in 1999 and acquired its rival, ExactTarget for $2.5 billion in 2013. The company has over 30,000 customers worldwide, including IBM, General Electric, and Cisco.

Salesforce is a pioneer in cloud computing and serves as a powerful top for businesses of all sizes. Companies use Salesforce as a CRM (customer relationship management. software to organize their business processes and data.

Integration of Gmail and Salesforce is a powerful combination that can provide numerous benefits to users of both platforms. With this integration, some tasks that were once time-consuming become effortless with the help of powerful tops that are built into each platform.

Gmail integrates with Salesforce using a feature called “Google Apps for Salesforce”. This feature allows users to connect Gmail to Salesforce by creating a single login to access both services. Once connected, users can view Gmail messages from within Salesforce and also send emails from Salesforce using Gmail accounts. This integration makes it easier for users of both platforms to share information and cplaborate more efficiently. Users of both platforms can also set up automatic replies from Salesforce by forwarding incoming emails from Gmail directly to Salesforce contacts or leads. In addition, Gmail notifications can be sent directly to Salesforce leads or contacts via the “Google Apps for Salesforce” feature.

Another benefit of integrating Gmail with Salesforce is that it facilitates easy project management. Salesforce provides numerous built-in tops for managing projects such as tasks, events, deadlines, etc., but Gmail integration with Salesforce gives users the ability to manage these project-related tasks directly from Gmail. For example, users can create Gmail labels for events in Salesforce calendar, add reminders to their Gmail inboxes, and generate reports based on the data in the G Suite account. Integrating Gmail with Salesforce also makes it possible for users to convert email attachments into tasks in Salesforce tasks list, attach documents directly to leads or contacts in Salesforce, create tasks from the comments in Google Docs, create Google Docs from Salesforce leads or contacts, etc. These powerful features make it easier for users to manage projects more effectively when they integrate Gmail with Salesforce.

Gmail integration with Salesforce is an effective combination that makes it easier for people to work together more efficiently. This combination increases productivity for businesses in many ways including faster communication between employees across departments, faster access to project information, easier project management, etc. Integrating Gmail with Salesforce can improve business processes and save valuable time that can be better spent on other important tasks.

The process to integrate Gmail and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.