Connect Email and Salesforce integrations
Connect Email and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Email and Salesforce 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.
Triggers when a new email is received for processing according to specified criteria.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Email and Salesforce integrations.
Create custom Email and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Copies an email or a draft into a selected folder.
Creates and adds a new draft to a selected folder.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Removes an email or a draft from a selected folder.
Downloads an attachment or a document.
Returns emails that match the specified criteria.
Popular Email and Salesforce workflows.
Looking to get more out of Email and Salesforce? With Make you can visually integrate Email and Salesforce 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 ->Add new incoming emails to a Google Sheets spreadsheet as a new row
Every time you receive a new email, Make will automatically add selected data from the email to a new row in a Google Sheets spreadsheet.
TRY IT ->Save email attachments to Google Drive
Every time you receive an email with an attachment, Make will automatically save that attachment to a specified folder in Google Drive. The attachment will be saved in its original format.
TRY IT ->Automate responses to business emails with ChatGPT and Google Sheets
Leverage the power of ChatGPT and Google Sheets to automate responses for business emails, improve workflow, save time, and enhance customer communications for better results.
TRY IT ->Find YouTube videos in a channel, summarize with ChatGPT, and email results
Discover YouTube videos within a specific channel, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
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