Connect Gmail and Salesforce
Integrate Gmail with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Gmail + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Gmail
When this happens...
New Attachment
New Email Received
New Email Sent
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 in Salesforce when New Attachment in Gmail
Use this flowAdd Lead To Campaign in Salesforce when New Attachment in Gmail
Use this flowCreate Attachment in Salesforce when New Attachment in Gmail
Use this flowCreate Note in Salesforce when New Attachment in Gmail
Use this flowUpdate Lead in Salesforce when New Attachment in Gmail
Use this flowCreate Account in Salesforce when New Attachment in Gmail
Use this flowCreate Campaign in Salesforce when New Attachment in Gmail
Use this flowCreate Event in Salesforce when New Attachment in Gmail
Use this flowAdd Contact to Campaign in Salesforce when New Email Received in Gmail
Use this flowAdd Lead To Campaign in Salesforce when New Email Received in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Gmail and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
send a new email message.
Add or Remove Labels on Emails
Add or remove labels on a specific email or on emails matching sender, subject, or thread ID.
Reply To Thread
Reply to an existing email thread — choose recipients (sender/all/specific), send text or HTML, add attachments, and apply labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search_Email_Messages
Search emails (manual or AI), resolve custom labels by name or ID, and return message details, attachments, and a next-page token.
Get Email Attachment
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Gmail and Salesforce workflows.
Learn how to automate Gmail and Salesforce workflows.
Learn how to automate Gmail and Salesforce workflows.
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About Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gmail 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 Gmail 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 Gmail triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Gmail. 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 Gmail and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gmail 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.
