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Gmail + Salesforce

Create and send emails in Gmail for new contacts in Salesforce

With this workflow, whenever you add a new contact in Salesforce, an email is dispatched through Gmail promptly. This automation ensures that each new relationship kicks off with a welcome or introductory email, establishing effective communication right from the start. Leverage this system to build stronger relationships and save time on manual email tasks.

With this workflow, whenever you add a new contact in Salesforce, an email is dispatched through Gmail promptly. This automation ensures that each new relationship kicks off with a welcome or introductory email, establishing effective communication right from the start. Leverage this system to build stronger relationships and save time on manual email tasks.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Send Email

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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