Google Mail and Salesforce are two powerhouses in their respective domains, and integrating them can unlock a wealth of productivity and efficiency. Google Mail, known for its robust email management capabilities, can be seamlessly linked with Salesforce, a leading customer relationship management (CRM) platform. This integration can streamline communication, automate tasks, and consolidate workflows. For instance, with Bardeen.ai's template, you can create a draft email in Gmail for a Salesforce contact using OpenAI, saving significant time and effort.

Combining Salesforce and Google Mail with Bardeen.ai opens a world of possibilities from automating email responses based on Salesforce data to updating Salesforce records directly from your Gmail inbox. This integration not only enhances your productivity but also ensures accuracy and consistency in your operations. A notable example is the Send an email to a Salesforce contact playbook, which can significantly expedite your communication process.

Try popular Google Mail + Salesforce automations

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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Send
an email to a Salesforce contact
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Create
a Salesforce opportunity from the currently opened email
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Create
a Salesforce contact from the currently opened email
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Create
a Salesforce lead from the currently opened email
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Create
a new Salesforce lead when a label is added to an email
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Send
new emails as summaries to Telegram
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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Create
personalized sales outreach emails drafts in Gmail from LinkedIn search
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Create
a sales outreach email from the current LinkedIn profile
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Create
a sales outreach email from the current LinkedIn post
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Create
personalized recruiting emails from LinkedIn search and save to Google Sheets
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Create
personalized recruiting emails using LinkedIn profile links in Google Sheets
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Create
a recruiting email from the current GitHub profile
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Create
sales outreach emails using LinkedIn profile links in Google Sheets
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Create
a sales outreach email from the current GitHub profile
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Create
outreach email draft from the current GitHub profile in Gmail
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Create
a sales outreach email from the current LinkedIn profile
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Create
a recruiting email from the current LinkedIn profile
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Qualify
leads from newly received emails and save to Google Sheets
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Classify
and send important emails in Slack
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and save desired new emails to Airtable
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Classify
and save desired new emails to Notion
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Qualify
a lead from Salesforce and create a Salesforce contact
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Save
labeled emails to Coda, including attachments stored on Dropbox
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Classify
past emails as wanted or unwanted and save to Coda
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past emails as wanted or unwanted and save to Notion
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past emails as wanted or unwanted and save to Airtable
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past emails and save to Google Sheets
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and save desired emails to Google Sheets
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Classify
and send desired emails to Slack
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Classify
and update the labels of newly received emails

How to integrate Google Mail + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Salesforce
Google Mail
Salesforce
Google Mail

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Integration tips for Google Mail + Salesforce

Loved by over 300k users

With help from the Solutions Engineering team, I was able to leverage Bardeen to generate 25,000+ prospective leads in a couple hours - something that normally takes me weeks. We can expect this list to result in 1k+ trials, $100k+ of revenue, and hundreds of recurring paid subscribers. These custom playbooks will save me 5 hours per week, and now I can focus on more productive tasks like building campaigns, engaging in sales calls, and maintaining relationships.
Bardeen was able to save valuable time for our SDR's, which they can now spend on communication with customers, which brings us higher revenues
Bardeen's automations are invaluable to us. We could do the work by hand, but it’s so time consuming that we likely wouldn’t even consider it as a lead generation avenue. Bardeen makes an entire avenue of lead generation possible that would have otherwise been too costly due to the amount of man hours required for our team to do the same work.

Available actions & triggers

Get Salesforce account
Action
Create Salesforce lead
Action
When email is starred
Trigger
Send email
Action
Archive email
Action
Create draft email
Action
When email received
Trigger
Update Salesforce contact
Action
Find emails
Action
Get Salesforce lead
Action
Create Salesforce opportunity
Action
Update email labels
Action

Learn more about the apps

Integrate any app with Google Mail + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Outlook Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Can I share my Google Mail and Salesforce playbook with my team?
How secure is the Google Mail and Salesforce integration on Bardeen?
Can I update Salesforce records directly from my Gmail inbox?
Can I automate my email responses based on Salesforce data?
Can I use the Google Mail and Salesforce integration for free on Bardeen?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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