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Gmail + Salesforce Integrations

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Connect Gmail to Salesforce
Example workflows
Inspirational workflows
Triggers and actions
Gmail + your other apps
Salesforce + your other apps
Related blog posts
FAQ

Gmail + Salesforce integrations

Connect Gmail to your other apps to start automating your work

Preview of Gmail can trigger a run on email received, email sent or label added.

Preview of Add specific email received filters to trigger only on a subset of incoming emails.

Preview of An overview of possible Gmail actions in Relay.app.

Preview of Use variables from other steps in your emails to personalize your message.

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Connect Gmail to your other apps to start automating your work

Gmail can trigger a run on email received, email sent or label added.

Add specific email received filters to trigger only on a subset of incoming emails.

An overview of possible Gmail actions in Relay.app.

Use variables from other steps in your emails to personalize your message.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Overview

Connect Gmail to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Gmail, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Gmail and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Gmail + Salesforce workflows

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Automatically send a drafted email in Gmail whenever an opportunity stage changes in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage changed” action for each Gmail “Send draft” event.

Try it

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Automatically create a draft email in Gmail whenever an opportunity stage is reached in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage reached” action for each Gmail “Create draft” event.

Try it

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Create a new record in Salesforce for each sender of a newly received email in Gmail

With Relay.app's effortless connection between Gmail and Salesforce, each newly received email triggers the automatic creation of a new record in Salesforce. In this guide, we'll explore configuring Relay.app to automate record creation in Salesforce for every new email received in Gmail, empowering

Try it

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Automatically create a draft email in Gmail every time a new record is added in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “New record added” action for each Gmail “Create draft” event.

Try it

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Automatically assign a label to an email in Gmail whenever an opportunity stage changes in Salesforce

Try it

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Automatically send an email from Gmail whenever an opportunity stage changes in Salesforce

Try it

Send an email via Gmail for a newly added record in Salesforce Automatically send a drafted email in Gmail whenever a specific stage is reached in Salesforce Automatically create a draft email in Gmail whenever an opportunity stage changes in Salesforce Automatically send a drafted email in Gmail every time a new record is added in Salesforce Automatically add a label to an email in Gmail when a specific stage of an opportunity is reached in Salesforce Automatically add a label to an email in Gmail every time a new record is added in Salesforce Automatically send an email from Gmail whenever a specific stage is reached in Salesforce

Inspirational workflows

Visit the template gallery ➔

Gmail Triggers

Create your own Gmail + Salesforce integration

Select a trigger in Gmail

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Gmail

Select a trigger in Salesforce

Select an action in Gmail

Create your workflow

Connect Gmail to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Gmail to Salesforce with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Gmail or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Gmail and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Gmail to Salesforce?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Gmail to Salesforce that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Gmail and Salesforce—give it a try and let us know what you think.

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Huge thanks to @relay for empowering non-tech folks like me!

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Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

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Relay.app is an automation app that has been getting a lot of traction lately.
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This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Gmail + Salesforce integrations

Example Gmail + Salesforce workflows

Automatically send a drafted email in Gmail whenever an opportunity stage changes in Salesforce

Automatically create a draft email in Gmail whenever an opportunity stage is reached in Salesforce

Create a new record in Salesforce for each sender of a newly received email in Gmail

Automatically create a draft email in Gmail every time a new record is added in Salesforce

Automatically assign a label to an email in Gmail whenever an opportunity stage changes in Salesforce

Automatically send an email from Gmail whenever an opportunity stage changes in Salesforce

Inspirational workflows

Sourcing Search Query Creator

Resume Scorecard

First Touch Personalizer

Slack Bot for Company research

Contract Intelligence Extractor

AI Sales Coach

Create your own Gmail + Salesforce integration

Or automate Salesforce + Gmail

Connect Gmail to your other apps

Or connect Salesforce to your other apps

Related blog posts

How to Send a Mail Merge from Notion

8 Gmail automation ideas to save hours each week

How to Use AI to Automatically Draft Email Replies

FAQ

What is Relay.app?

How do I connect Gmail to Salesforce with Relay.app?

Is Relay.app a Make.com alternative for connecting Gmail to Salesforce?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?