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How Zapier works

Zapier makes it easy to integrate Gmail with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Gmail

A trigger is an event that starts your Zap and runs the workflow. For example, with Gmail, a trigger could be "New Attachment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Gmail to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Gmail to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Gmail + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gmail and Salesforce

How do I integrate Gmail with Salesforce?

To integrate Gmail with Salesforce, you can use automation tools such as Zapier. You need to set up a trigger in Gmail, for instance, when a new email is received, and define an action in Salesforce, like creating or updating a record.

What are the prerequisites for integrating Gmail with Salesforce?

Before setting up the integration between Gmail and Salesforce, ensure that you have accounts in both platforms. Additionally, allow access for third-party applications permissions on both services to utilize their APIs effectively.

Can I automatically create Salesforce leads from Gmail emails?

Yes, using our platform, you can configure a trigger for new emails in Gmail to automatically create a lead in Salesforce. Specify criteria like the email sender or subject line to filter relevant emails.

How can I ensure data accuracy when syncing Gmail and Salesforce?

To ensure data accuracy during synchronization between Gmail and Salesforce, use built-in filters and formatting options provided by our platform to match fields correctly. Regularly test your integration setup to monitor its performance.

Is it possible to customize which email data gets sent to Salesforce?

Yes, it is possible. Our platform allows customization of the email fields that are transferred from Gmail to Salesforce. You can select specific elements like sender information, subject lines, or body content based on your requirements.

What kind of triggers can I set up in this integration?

Various triggers can be set up such as receiving a new email in a specific label or inbox in Gmail which can initiate actions like creating a task or note in Salesforce. These triggers help streamline your workflow automation processes.

Are there any limitations when integrating Gmail with Salesforce through Zapier?

Integrating through our platform may have limitations related to API call usage limits from either service provider. Ensure your expected usage falls under the allowable limits by checking Google’s and Salesforce’s documentation.

Connect Gmail and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Label or mailbox
    • Search keywords
    Trigger
    Scheduled
    Try It
    • Label or mailbox
    Trigger
    Scheduled
    Try It
    • Search keywords
    Trigger
    Scheduled
    Try It
    • Label or mailbox
    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search
    New Label

    Triggers when you add a new label.

    Trigger
    Scheduled
    Try It
    • Label or mailbox
    Trigger
    Scheduled
    Try It
  • Gmail triggers, actions, and search
    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Scheduled
    Try It
    • Label
    • Message
      Required
    Action
    Write

Learn how to automate Gmail on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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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.
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