Gmail + Salesforce
Create new Salesforce records for each new Gmail thread
Stay organized and efficient with this workflow. When you initiate a new email thread in Gmail, a corresponding record is effortlessly created in Salesforce, eliminating manual data transfers between platforms. This process keeps your customer relationship management updated, promoting smoother client communication and improved productivity.
Stay organized and efficient with this workflow. When you initiate a new email thread in Gmail, a corresponding record is effortlessly created in Salesforce, eliminating manual data transfers between platforms. This process keeps your customer relationship management updated, promoting smoother client communication and improved productivity.
- When this happens...
New ThreadTriggers when a new thread starts.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWriteCreate a new record or update an existing record in your app.
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Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body type
BodyRequired
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Warning
Opportunity
Create New Opportunity
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Gmail
About Salesforce
Related categories
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- Create and send emails in Gmail for new contacts in Salesforce
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- Send emails via Gmail when records in Salesforce are updated
- Create drafts in Gmail for new contacts in Salesforce
Related Zap Templates
- Create Salesforce leads from new Gmail emails
- Update Salesforce records when new labeled emails arrive in Gmail
- Narrate new Salesforce opportunities with Wordsmith and send them through Gmail
- Parse detailed CandidateZip resume files added as Gmail attachments and add them as Salesforce leads
- Send Gmail emails for updated Salesforce records
- Create bar charts with Image-Charts from newly updated fields on Salesforce records and send Gmail emails
- Create Salesforce leads from new Gmail emails
- Create Salesforce records from new Gmail emails matching search criteria
- Add new labeled emails in Gmail to Salesforce campaigns as leads
- Send AI-generated welcome emails new leads in Salesforce with Claude
- Email new Salesforce opportunities and notify your teams in Slack
- Create Salesforce contacts from new labeled Gmail emails
- Create and send emails in Gmail for new contacts in Salesforce
- Create labels in Gmail for new leads in Salesforce
- Create Salesforce attachments when new Gmail attachments arrive
- Create Salesforce records from new Gmail emails matching a specific search
- Create Salesforce cases for new emails received on Gmail
- Create custom Salesforce objects for new Eventbrite attendees and get email notifications via Gmail
- Parse resume files added as Gmail attachments via CandidateZip and add them as Salesforce leads [Business Gmail Accounts Only]
- Create Gmail drafts for new SalesViewer visitors after logging them in Salesforce
- Send Gmail emails with new Salesforce records summarized by One AI
- Send Gmail emails for new Salesforce outbound messages
- Update Salesforce records with new Gmail attachments
- Add new Gmail emails matching search to Salesforce campaigns as leads
- "reply to new outbound Salesforce messages with Gmail emails"
- Create drafts in Gmail for every updated record in Salesforce
- Update Salesforce records when new Gmail emails arrive
- Send emails via Gmail when new leads are created in Salesforce
- Send welcome emails to new Salesforce contacts
- Create Salesforce records of data extracted by AI Textraction from new emails in Gmail
- Send emails with Gmail for new contacts in Salesforce
- Send emails via Gmail when records in Salesforce are updated
- Send Gmail email alerts for new Salesforce leads
- Send emails through Gmail with new Salesforce accounts
- Add new Eventbrite attendees as Salesforce leads and get email notifications
- Create Gavel sessions and send Gmail emails for new Salesforce records
- Parse resumes received via Gmail as attachments using Affinda and then add them as Salesforce leads
- Add new Gmail emails to Salesforce campaigns as leads
- Create Salesforce leads from new Gmail emails matching search criteria
- Create Salesforce records from new labeled Gmail emails
- Create drafts in Gmail for new Salesforce records
- Create follow-up emails in Gmail for new lead forms submissions in Webflow
- Create new Salesforce leads from new labeled Gmail emails
- Update Salesforce contacts with each new Gmail email received
- Create drafts in Gmail for new leads in Salesforce
- Create new Salesforce contacts from new Gmail emails
- Send emails via Gmail when Salesforce records are updated
- Create drafts in Gmail for new contacts in Salesforce