Connect Salesforce and Gmail integrations
Connect Salesforce and Gmail with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Gmail to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
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Create custom Salesforce and Gmail workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Connect any app with Salesforce and Gmail
Popular Salesforce and Gmail workflows.
Looking to get more out of Salesforce and Gmail? With Make you can visually integrate Salesforce and Gmail into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Typeforms leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise.
TRY IT ->Sync Facebook leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Facebook leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise. Easily integrate Facebook Leads Ads to Salesforce to capture leads, find the team of reps in the lead's location and randomly assign a rep to the lead ensuring even distribution across your team for maximum conversion.
TRY IT ->Sync Facebook leads to Salesforce for automated location-based Sales rep assignment
Streamline your lead management with this template that automatically adds new Facebook leads to Salesforce and assigns them to the corresponding sales representative based on geographic location. Perfect for teams with designated sales personnel for each region, it ensures an organized, efficient allocation process with timely follow-ups to maximize conversions.
TRY IT ->Automatically assign Facebook Leads by location via Salesforce
Automate the allocation of new Facebook leads to your sales reps with precision. Our Salesforce-based solution identifies the sales rep for each lead's location and instantly dispatches an email, ensuring a timely and personalized follow-up. Perfect for setups with a dedicated sales rep per region, this template simplifies lead distribution, accelerates response times, and aims to increase conversion rates.
TRY IT ->Send an email to a Salesforce lead with a specific status
Craft personalized emails for your targeted Salesforce leads based on their unique status, ensuring the right message reaches the right prospects at the right time.
TRY IT ->Send email notifications for new leads in Salesforce
Whenever new leads are added in Salesforce, Make retrieves the leads and sends notifications to the selected recipient/s.
TRY IT ->Send email notifications for new accounts in Salesforce
Whenever new accounts are added in Salesforce, Make retrieves the account details and sends notifications to the selected recipient/s.
TRY IT ->Create new cases in Salesforce from new emails received in Gmail
If you have an email address dedicated to new cases, Make will retrieve new emails received and create new cases in Salesforce with the contents.
TRY IT ->Create leads in Salesforce from new Eventbrite attendees and send email notifications
Whenever you have new attendees in Eventbrite, Make will automatically retrieve the details, create a lead in Salesforce and send email notifications to the intended recipient/s.
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