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Salesforce + Gmail Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and Gmail, enabling you to effortlessly connect the two apps.

Example Salesforce + Gmail integrations

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Automatically add label to email in Gmail for each opportunity stage reached in Salesforce

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Create record automatically in Salesforce for each email received in Gmail

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Remove label from email automatically in Gmail for each opportunity stage changed in Salesforce

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Automatically update record in Salesforce for each label added in Gmail

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Archive email automatically in Gmail for each record added in Salesforce

Create your own Salesforce + Gmail integration

Connect Salesforce to Gmail

Select a trigger in Salesforce
Select an action in Gmail
Create your workflow

Or, connect Gmail to Salesforce

Select a trigger in Gmail
Select an action in Salesforce
Create your workflow

Do more with Salesforce and Gmail in Relay.app

Relay offers seamless integration between Gmail and Salesforce, providing users with a powerful tool for streamlining their workflow and enhancing collaboration. By combining the functionalities of these two popular apps, Relay enables users to automate various tasks, improve data accuracy, and enhance communication with customers. Here are some use cases that highlight the potential of this integration:

Automate Lead Generation and Follow-up

Relay allows you to create automated workflows that capture leads from Gmail and automatically add them to Salesforce. You can set up triggers to initiate follow-up actions, such as sending personalized emails or creating tasks for sales representatives in Salesforce.

Enhance Customer Communication

With Relay, you can leverage the AI Autofill feature to personalize emails sent from Gmail using information from Salesforce. This ensures that your communication with customers is tailored and relevant, leading to stronger customer relationships.

Verify Data Accuracy

Relay's Double check automations enable you to review and verify the accuracy of data before it is added to Salesforce. By involving human oversight, you can ensure that only accurate and relevant information is recorded, reducing the risk of errors.

This is just a glimpse of what you can achieve with the Gmail-Salesforce integration on Relay. And it doesn't end there - Relay offers a wide range of integrations with other popular SaaS products, allowing you to build even more powerful workflows. Try Relay for free and experience the power of seamless collaboration and automation.

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