NEW Introducing AI workers. Hire the digital teammate you've been looking for. Learn more
Hire your AI teammate, meet AI workers. Learn more
Yoom
Try for free
Salesforce Gmail
Send a template email from Gmail using the lead detail page in Salesforce.
Try this template
Salesforce Gmail

Send a template email from Gmail using the lead detail page in Salesforce.

Launch this workflow to connect Salesforce & Gmail !
Try this template

■Overview

‍Send a template email from Gmail using specific lead detail pages in Salesforce.

Feel free to change the email content to any desired value.

Additionally, attachments can be freely configured.

‍

‍■Notes

‍・This can only be used on Chrome as it requires a Chrome extension.

・Salesforce is available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flow Bot will result in errors, so please be aware.

・Paid plans like the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are usually restricted.

Check Out Similar Templates!
Salesforce
Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View template
Salesforce
Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View template
Salesforce
Notion
Add lead information registered in Salesforce to Notion.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View template
Salesforce
Microsoft Excel
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
View template
Salesforce
Backlog
Add a task to Backlog when opportunity information is registered in Salesforce.
This is a flow that adds an issue to Backlog when new opportunity information is registered in Salesforce. The content of the task to be added to Backlog can be freely set.‍
View template
Salesforce
Notion
Add accounts registered in Salesforce to a Notion database
This is a flow bot that links information to a Notion database when a record is registered in the Salesforce account object. By using this flow bot, it is possible to automatically synchronize the Salesforce and Notion databases.
View template
See more
About the Apps
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Related apps
Templates using
Salesforce
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View template Try it
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View template Try it
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View template Try it
See more templates
Learn more about Yoom
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
Related apps
Templates using
Gmail
Activate the flow bot at the end of each month to send an email in Gmail.
Try it
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
View template Try it
Add Gmail inbox content to Notion
Try it
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
View template Try it
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Try it
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
View template Try it
See more templates
Learn more about Yoom
Salesforce
Salesforce
×
Gmail
Gmail
– See what else you can do.
About the apps you use
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see details
Templates
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
View details Try it
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
View details Try it
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
View details Try it
Add lead information registered in Salesforce to Notion.
Similar apps
21st Century AI Credit Screening Circuit
Agendor
Amptalk Analysis
Apollo
Attio
Axonaut
BetterContact
Bigin by Zoho CRM
Bird
Bitrix24
Call Connect
Capsule
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates
Activate the flow bot at the end of each month to send an email in Gmail.
Try it
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
View details Try it
Activate the flow bot at the end of each month to send an email in Gmail.
Add Gmail inbox content to Notion
Try it
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
View details Try it
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Try it
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
View details Try it
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Similar apps
Apps Script
Canva
ChatGPT
Claude
Coda
Cohere
DeepL
DeepSeek
Dify
Garoon
Gemini
Google Contacts
see details
Templates
No items found.
Related apps
No items found.
Salesforce
Salesforce
×
Gmail
Gmail
– See what you can do.
No-Code API Actions
Executable API actions
All
Salesforce
Gmail
Flowbot triggers
    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
    When a calendar event is updated
    When a calendar event is deleted
    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)
Flowbot operations
    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
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
    Search emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    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
    When a calendar event is updated
    When a calendar event is deleted
Flowbot operations
    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
    Get Contact Record
    Update Contact records
    Create Contact Records
    Search Contact records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search custom object records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity Record
    Log Activity on Contact
    Create To-Do on Lead
    Create ToDo on Account Object
    Create Task on Opportunity
    Create Task on Contact
    Log Activity on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with Person
    Add Email Message to Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Log Activity on Custom Object
    Get Content IDs of Files Related to a Record
    Get Latest Content Version ID
    Download Files
    Get Contract Record
    Update Contract records
    Create Contract Object Record
    Delete Contract Record
    Create Calendar Event
    Search User Object Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get User List
    Get Account List
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    Get Object List
    Get Custom Object List
    Get Chatter Group ID List
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
    Get File Name
    Get Email Messages
    Search Records with SOQL
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)
Flowbot operations
    Search emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Tab 1
Tab 2
Tab 3
More inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
SalesforceとGoogle Driveの連携イメージ
2025/07/17
Yoom use case
How to Create a Folder in Google Drive When an Account is Registered in Salesforce
t.aizawa
t.aizawa
SalesforceとMicrosoft SharePointの連携イメージ
2025/07/17
Yoom use case
How to Create a Folder in Microsoft SharePoint When an Account is Registered in Salesforce
n.fukuoka
n.fukuoka
Microsoft TeamsとSalesforceの連携イメージ
2025/05/21
Yoom use case
How to Log an Activity History in Salesforce When a Message is Posted in Microsoft Teams
t.aizawa
t.aizawa