Sync emails and contacts from Gmail to Salesforce

 

As a reminder, it’s 2019.

Salesforce, the gold standard CRM, doesn’t automatically use your email to keep track of Contacts and conversations with them. Most people do it by HAND. This, to us, is crazy.

Worse, the 3rd party vendors that sell this feature charge hundreds of dollars, and then add on tons of bloatware to justify the sticker price. Yuck!

We decided this should be free, so we built it. (Note: you do need a paid Zapier account).

This tool will look for email addresses in the To: and Cc: lines of your outbound emails, find the matching Contact in Salesforce (or create one), and log the email as a Task against it.

Thats it… 2019, you’re welcome. Next up: Flying cars?

Example: This Contact and Task was automatically created from a Gmail message to partners@zapier.com

Example: This Contact and Task was automatically created from a Gmail message to partners@zapier.com

Note: we also handled for the most common concerns:

  • It won’t log internal emails (assuming your work colleagues all share the same email domain)

  • It won’t log personal emails (assuming they’re using a common consumer email provider like gmail.com, hotmail.com, or yahoo.com)

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