This automation scenario allows you to connect Salesforce and Gmail
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 Gmail can also be integrated using automation tools other than integromat:
When this trigger fires in Salesforce
Triggers when a record in an object is created or updated.
Then this action happens in Gmail
Sends a new email.
This guide contains information on how to set up an automatic workflow that allows to Send email notifications for new accounts in Salesforce.
Part I
First, we need to connect Salesforce and Gmail to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Salesforce
Choose the following trigger: Watch Records in an Object (Triggers when a record in an object is created or updated.).
Then set up an Action for Gmail
Choose this action: Send an Email (Sends a new email.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Gmail.
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 Send email notifications for new accounts in Salesforce!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new lead in Salesforce.
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Creates a new contact in Salesforce.
Adds an existing lead to an existing campaign.
Finds a record of a specified Salesforce object by up to two fields and values you choose.
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
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.