Gmail to Salesforce

Build validated trigger-to-action workflows that move operational data from Gmail into Salesforce with field mapping and export support.

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Setup prerequisites

- Active accounts in both Gmail and Salesforce.
- OAuth scopes for read:gmail and write:salesforce.
- Field mapping for stable identifiers (email, external ID, or order ID).
- Defined error handling for retries, duplicates, and handoff notifications.

Common use cases

- Email received in Gmail -> create salesforce record in Salesforce.
- Mirror status and ownership updates between Gmail and Salesforce to avoid manual copy work.
- Send operational alerts when sync validation fails so teams can review edge cases quickly.

Quality and validation coverage

- Covers source triggers from Gmail and destination actions in Salesforce.
- 1 starter template available for this pair.
- Generated workflows include validation checks for required fields, schema mismatches, and secret leakage.

Starter templates

Start from a template and export a validated workflow JSON artifact.

Gmail to Salesforce Starter Flow

Map key fields from Gmail and create or update records in Salesforce.

When a new record is created in Gmail, create or update a corresponding record in Salesforce with mapped fields for name, email, status, and source URL.

Use template