Send a welcome email via Gmail when a contact is added in Salesforce
Send a welcome email via Gmail when a contact is added in Salesforce
Launch this workflow to connect
Gmail &
Salesforce
!
■Overview
Do you manually send welcome emails from Gmail every time you register a new contact in Salesforce? While this task is routine, it plays an important role as the first point of contact with customers. It can also be time-consuming and prone to human error. With this workflow, registering a contact in Salesforce automatically triggers an email from Gmail, enabling seamless customer communication through API-based integration.
■Who should use this template
- Sales professionals who use Salesforce and want to reduce the time spent sending emails manually
- Team leaders who want to standardize customer communication and prevent missed follow-up emails
- Anyone who wants to automate email delivery between Salesforce and Gmail using APIs and other tools
■Benefits of using this template
- Automatically send emails as soon as a contact is registered in Salesforce, reducing the time spent creating and sending emails manually
- Prevent human errors such as missed emails and incorrect recipients, ensuring consistent customer communication
■Workflow steps
- First, connect Salesforce and Gmail to Yoom
- Next, select Salesforce as the trigger and set the action to “When a new record is registered for a contact”
- Then, set the Salesforce “Retrieve a record” action as an operation to retrieve company information and other details about the contact registered by the trigger
- Finally, set the Gmail “Send an email” action as an operation to send an email to any recipient based on the retrieved information
※ “Trigger”: An action that starts the flow; “Operation”: An action that processes data within the flow after the trigger starts
■Customize this workflow
■Customize this workflow
- When configuring the Salesforce integration, set the My Domain URL for your environment
- For the Salesforce operation, you can customize the conditions for the records to retrieve
- In the Gmail email settings, you can freely configure the recipients, subject, and body. You can also insert information such as the contact’s name retrieved from Salesforce into the email body
■Notes
- Connect both Salesforce and Gmail to Yoom
- Salesforce is available only on the Team and Success plans. On the Free and Mini plans, the configured Flowbot operations and Data Connect will result in errors
- Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise restricted
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes
- Note that the shortest available trigger interval varies by plan
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No-Code API Actions
Executable API actions
Flowbot triggers
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
When a New Record Is Registered in the Lead Object
When a New Record Is Registered in the Account Object
When a New Record Is Registered in the Opportunity Object
When a New Record Is Registered in the Contact Object
When a Record Is Registered or Updated in the Lead Object
When a Record Is Created or Updated in the Account Object
When a Record Is Created or Updated in the Opportunity Object
When a Record Is Created or Updated in the Contact Object
When a New Record Is Created in the Custom Object
When a Record Is Created or Updated in the Custom Object
When a Record Is Registered in the Activity Object
When a Record Is Registered in the ToDo Object
When an Outbound Message Is Received
When a File Is Uploaded
When a Calendar Event Is Created
Flowbot operations
Search Emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Get Lead Records
Update Lead Records
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Records
Update Account Records
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity Records
Create Opportunity Record
Search Opportunity Records
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a New Record Is Registered in the Lead ObjectWhen a New Record Is Registered in the Account ObjectWhen a New Record Is Registered in the Opportunity ObjectWhen a New Record Is Registered in the Contact ObjectWhen a Record Is Registered or Updated in the Lead ObjectWhen a Record Is Created or Updated in the Account ObjectWhen a Record Is Created or Updated in the Opportunity ObjectWhen a Record Is Created or Updated in the Contact ObjectWhen a New Record Is Created in the Custom ObjectWhen a Record Is Created or Updated in the Custom ObjectWhen a Record Is Registered in the Activity ObjectWhen a Record Is Registered in the ToDo ObjectWhen an Outbound Message Is ReceivedWhen a File Is UploadedWhen a Calendar Event Is CreatedWhen a Calendar Event Is UpdatedWhen a Calendar Event Is Deleted
Flowbot operations
Get Lead RecordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordsUpdate Account RecordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate a ToDo for a Contact ObjectLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract RecordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract Record with an Opportunity RecordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLMore inspiration for you
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