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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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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Classify
past emails as wanted or unwanted and save to Notion
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Classify
past emails as wanted or unwanted and save to Airtable
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past emails as wanted or unwanted and save to Google Sheets
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Classify
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 labels of newly received emails
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Qualify
LinkedIn Companies and Save to Salesforce
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Get
daily summaries of your emails and send them to Slack
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Get
a daily summary of your emails and save to Google Sheets
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
an email draft using OpenAI for a list of email addresses in Google Sheets
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Enrich
and update a Salesforce contact's record with new information
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Create
a draft email with a Google Translate translation
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Save
a Salesforce contact as a new HubSpot contact

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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Bardeen Extension Window
Bardeen Builder Flow
Salesforce
Google Mail
Salesforce
Google Mail

Build your own Google Mail + Salesforce workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

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Integration tips for Google Mail + Salesforce

Loved by over 300k users

Bardeen saves me at least 2-3 hours every day. Manually collecting and analyzing data on hotel locations and prices across various countries used to take me several hours. Now, with Bardeen, I can gather and process the same amount of data in just about 30 minutes. It's an absolute game-changer for my research workflow!
”With Bardeen I save 4 hours a day copy-pasting 200+ job listings, searching for decision makers to close sales, and sharing these job opportunities with our students.”
"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”

Available actions & triggers

Create Salesforce lead
Action
Update Salesforce contact
Action
Create Salesforce account
Action
When email is received
Trigger
Get Salesforce contact
Action
Forward email
Action
Create draft email
Action
Find emails
Action
Get Salesforce lead
Action
When label is added to email
Trigger
Find email thread from current page
Action
Create Salesforce contact
Action
Send email
Action
When email is sent to my trigger address
Trigger
Archive email
Action
Create Salesforce opportunity
Action
Get Salesforce opportunity
Action
Reply to email
Action
Update email labels
Action
Get Salesforce account
Action
When email is starred
Trigger

Learn more about the apps

Integrate any app with Google Mail + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs G2 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 Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack 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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