Connect AgentMail and Salesforce
Integrate AgentMail with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Email Received in Agentmail
Add Lead To Campaign in Salesforce when New Email Received in Agentmail
Create Attachment in Salesforce when New Email Received in Agentmail
Create Contact in Salesforce when New Email Received in Agentmail
Create Note in Salesforce when New Email Received in Agentmail
Popular AgentMail + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
AgentMail
When this happens...
New Email Received
New Email Sent
New Email Delivered
New Email Bounced
New Spam Complaint
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Add Contact to Campaign in Salesforce when New Email Received in Agentmail
Use this flowAdd Lead To Campaign in Salesforce when New Email Received in Agentmail
Use this flowCreate Attachment in Salesforce when New Email Received in Agentmail
Use this flowCreate Contact in Salesforce when New Email Received in Agentmail
Use this flowCreate Note in Salesforce when New Email Received in Agentmail
Use this flowUpdate Contact in Salesforce when New Email Received in Agentmail
Use this flowCreate Lead in Salesforce when New Email Received in Agentmail
Use this flowUpdate Lead in Salesforce when New Email Received in Agentmail
Use this flowCreate Account in Salesforce when New Email Received in Agentmail
Use this flowCreate Campaign in Salesforce when New Email Received in Agentmail
Use this flowSupported Triggers & Actions
Everything you can automate between AgentMail and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Received
Runs when a new email arrives in a chosen inbox.
New Email Sent
Runs when an email is sent from a chosen inbox.
New Email Delivered
Runs when a sent email reaches the recipient's mail server.
New Email Bounced
Runs when a sent email bounces, with the bounce type and recipients.
New Spam Complaint
Runs when a recipient marks a sent email as spam.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your AgentMail integrations.
Forward Email
Forward an email from an inbox to new recipients with an optional note.
Send Email
Send a new email from an inbox with text or HTML, attachments and labels.
Create Inbox
Create a new email inbox with an optional username, domain and display name.
Reply to Email
Reply to an email in its thread, to the sender or to everyone on it.
Update Email Labels
Add or remove labels on an email to track its state.
Send Draft
Send a saved draft from an inbox and optionally change its labels.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About AgentMail
AgentMail provides email inboxes and API tools for AI agents to send, receive, and manage email programmatically.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AgentMail and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AgentMail and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where AgentMail triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in AgentMail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AgentMail and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AgentMail and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
