Salesforce Gmail

Salesforce + Gmail Integrations

Put Salesforce + Gmail to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Salesforce and Gmail below — describe the exact one you want above and the Agent builds it on demand.

Salesforce + Gmail When a new contact is created in Salesforce, send a welcome email via Gmail.
Send welcome emails to newly created leads When a new lead is created in Salesforce, automatically send an introductory email in Gmail to jumpstart prospect engagement. See details
Log contact activity when incoming emails arrive When an email is received in Gmail, automatically log activity in Salesforce to maintain a complete history of customer interactions. See details
Update contact records when emails bounce If an email bounced in Gmail, automatically update the contact in Salesforce to flag invalid details and clean up your database. See details

Browse the full workflow library →

Looking to achieve something else with Salesforce and Gmail?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Salesforce and Gmail

Everything Salesforce and Gmail can do inside a workflow — the triggers that start one and the actions that run when it fires.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Gmail Explore Gmail →

Gmail is a free email service developed by Google that allows users to send, receive, and manage messages.

Triggers
New Attachment

Triggers when you receive a new attachment.

New Label

Triggers when you add a new label.

New Labeled Conversation

Triggers the first time a label is added to a conversation. Replies within that conversation will not trigger again.

New Labeled Email

Triggers when an email is labeled. Also triggers when a reply is added to the conversation.

New Email

Triggers when a new email appears in the specified mailbox.

New Email Matching Search

Triggers when you receive a new email that matches a search string you provide.

Actions
Add Label to Email

Add a label to an email message.

Archive Email

Archive an email message.

Delete Email

Sends an email message to the trash.

Create Draft

Create a draft email message.

Create Draft Reply

Create a draft reply to an existing email.

Forward Email

Forward an existing email message to new recipients.

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Salesforce + Gmail

Is there a pre-built Salesforce + Gmail automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Gmail's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Salesforce or Gmail connector?

No. The Agent works whether or not Salesforce or Gmail already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

What are the benefits of linking Salesforce and Gmail?

Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.

Can incoming emails update sales deal notes?

Yes, receiving an email in Gmail can automatically log activity against the matching contact or deal in Salesforce.

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