App Integrations
4  min read

Salesforce + Gmail Integration.

Abhishek Agrawal
By Abhishek A Agrawal
October 13, 2022
Table of Contents

    Salesforce Gmail Integration within 2 minutes

    With such a fast-paced world and globalization, businesses around us are constantly evolving. This evolution requires a platform that helps streamline your business processes. 

    Salesforce is one such platform that has the best CRM used by Fortune 500+ companies to map their business success. The scope of Salesforce is quite wide as it includes everything ranging from managing your internal business structure to generating leads and conversions. And when you combine it with the productivity of Gmail, what you have at your disposal is no less than a revolution.

    Integrately is the one that helps you set up this Salesforce – Gmail integration with ease.  It can thus automate your workflows and make the Salesforce CRM seem like a child’s play.  For example, you can set up automation like getting notified in Gmail about your new deals, contacts, etc. 

    Seems exciting? Right?

    So let’s get started and find out how to integrate Salesforce with Gmail in less than 2 minutes.

    How to Integrate Salesforce with Gmail

    Connecting Salesforce and Gmail using Integrately is a piece of cake. You just need to follow the below steps:

    • Signup or Login to Integrately.
    • Select Salesforce and Gmail for Integration.
    Salesforce Gmail App Connectivity
    • Select your automation

      • It can be one-click automation (our top use cases)
    One click Automation
    • Or you can set up your manual automation
    Trigger and Action
    • Sign in to your Salesforce account
    Salesforce Account
    • Sign in to your Gmail account
    Gmail Account
    • Map the requisite fields and Test your automation.
    Gmail Mapping Fileds
    • Success! Just check your Inbox.
    Gmail Notifications

    Top Use Cases

    Now that you are aware of what Salesforce and Gmail Integration can do for you and how you can set up the automation. Don’t forget to take a look at some of the top most beneficial use cases that we have curated. Read on!

    • Stay updated with any Salesforce lead

    Salesforce acts as a central hub for all your business requirements, including marketing or generating leads, etc. Each lead is a potential client for your company; hence, you should be always updated about them.

    For example, your company’s website can collect the customer’s data through registration forms that can be further converted into leads. The potential customer’s details  will be displayed under the Lead tab of Salesforce which will hold their personal information.

    The Salesforce and Gmail Integration can be used to send Gmail email notifications for any such lead generated in Salesforce thereby keeping you always updated.

    Gmail Notifications Details

    The automation for the above looks like this

    Send Gmail email for new Salesforce contact

    Integrate Gmail With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    The recipe for this use case is

    • Track changes in Salesforce records from Gmail.

    Salespersons spend most of their time cold emailing for lead generation. Therefore, it becomes quite a hassle when they constantly switch between Salesforce and Gmail for any record change in Salesforce. However, Integrately helps in simplifying this process which leads to higher productivity levels.

    The Salesforce and Gmail integration notifies you about any change in Salesforce records right into your Gmail Inbox so that you never miss out on any ground-breaking changes.

    Gmail Inbox

    The automation for the above looks like this

    Send Gmail email for new Salesforce record.

    Integrate Salesforce With 750+ Apps In 1 Click

    No Learning Curve. Built For Non-techies.

    The recipe for this use case is


    • Notification for every record update, new leads, etc
    • Automated sync between the applications
    • Saves time and effort
    • Enhanced productivity

    FAQs about Salesforce Gmail Integration

    Does Salesforce integrate with Gmail?

    Yes! Salesforce does integrate with Gmail.

    How do I integrate Salesforce with Gmail?

    To integrate Salesforce with Gmail,

    • Signup or Login to Integrately
    • Select Salesforce and Gmail for integration
    • Choose your use case (The task that you want to automate)
    • Map the fields and test the automation
    • Congratulations! You have successfully automated your workflow.
    Abhishek Agrawal
    Author - Abhishek A Agrawal
    Abhishek is the founder of Integrately, CompanyHub, and Dreamwares. He is passionate about technology and entrepreneurship. He is always looking to leverage technology for the growth of the business. He has a deep understanding of how businesses work and uses this knowledge to build products that help entrepreneurs grow their businesses.
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