An automated workflow using ifttt
Connects Salesforce + Email
Salesforce case opened send me email
About this workflow template
This automation scenario allows you to connect Salesforce and Email
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Salesforce and Email can also be integrated using automation tools other than ifttt:
Diagram
How it works?
When this trigger fires in Salesforce
Record created or updated in Salesforce
This Trigger fires within 15 minutes of a record being created or updated on the specified object in Salesforce.
Then this action happens in Email
Send me an email in Email
This Action will send you an HTML based email. Images and links are supported.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Salesforce case opened send me email.
Part I
Configure Applications
First, we need to connect Salesforce and Email to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Salesforce to IFTTT.
Give IFTTT access to your Salesforce account, using Salesforce credentials.
Connect Email to IFTTT.
Give IFTTT access to your Email account, using Email credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Salesforce
Choose the following trigger: Record created or updated (This Trigger fires within 15 minutes of a record being created or updated on the specified object in Salesforce.).
Then set up an Action for Email
Choose this action: Send me an email (This Action will send you an HTML based email. Images and links are supported.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Email.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Salesforce case opened send me email!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Send me an email
This Action will send you an HTML based email. Images and links are supported.
actionbyiftttSend outbound email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
actionbyzapierSend an email
Sends a new email.
actionbyintegromatautomateioSend yourself an email
Send yourself an email
actionbypipedreamCreate a draft
Creates and adds a new draft to a selected folder.
actionbyintegromatCopy an email
Copies an email or a draft into a selected folder.
actionbyintegromat
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
