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Gmail + Salesforce: Nanonets Integrations

Automate Workflows on Nanonets with Gmail and Salesforce

AI analyzes email content, extracts relevant sales data, and prepares it for pipeline update in Salesforce.

Automatically update Salesforce records with extracted sales data from email.

Automated Customer Interaction Logging

Enhance CRM with automatic logging of Gmail interactions into Salesforce. Our workflow captures every customer exchange, bolstering relationship management.

New Gmail message received

Nanonets AI parses email content, identifies interaction details, and formats data for Salesforce logging.

Email Labeled

Triggers when a new email is labeled.

Trigger
New Email

Triggers when a new email arrives in inbox.

Trigger
New Starred Email

Triggers when an email is starred.

Trigger
New Email from Search

Triggers from new emails matching search query.

Trigger
Get Email Details

Retrieves details of a specified email.

Action
Update Email

Updates properties of an email message.

Action
Reply to Email

Replies to an email message.

Action
Star Email

Adds a star to an email message.

Action
Search Emails

Searches for emails matching query.

Action
Forward Email

Forwards an email to another recipient.

Action
Mark Email as Unread

Marks an email as unread.

Action
Move Email to Folder

Moves an email to a specified folder.

Action
Archive Email

Archives an email message.

Action
Delete Email

Permanently deletes an email message.

Action
Unstar Email

Removes a star from an email message.

Action
Mark Email as Read

Marks an email as read.

Action
Remove Label from Email

Removes a label from an email message.

Action
Create Draft

Creates a new email draft to send later.

Action
Add Label to Email

Adds a label to an email message.

Action
Send Email

Sends a new email from your account.

Action
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Email Labeled

Triggers when a new email is labeled.

Trigger
New Email

Triggers when a new email arrives in inbox.

Trigger
New Starred Email

Triggers when an email is starred.

Trigger
New Email from Search

Triggers from new emails matching search query.

Trigger
Get Email Details

Retrieves details of a specified email.

Action
Update Email

Updates properties of an email message.

Action
Reply to Email

Replies to an email message.

Action
Star Email

Adds a star to an email message.

Action
Search Emails

Searches for emails matching query.

Action
Forward Email

Forwards an email to another recipient.

Action
Mark Email as Unread

Marks an email as unread.

Action
Move Email to Folder

Moves an email to a specified folder.

Action
Archive Email

Archives an email message.

Action
Delete Email

Permanently deletes an email message.

Action
Unstar Email

Removes a star from an email message.

Action
Mark Email as Read

Marks an email as read.

Action
Remove Label from Email

Removes a label from an email message.

Action
Create Draft

Creates a new email draft to send later.

Action
Add Label to Email

Adds a label to an email message.

Action
Send Email

Sends a new email from your account.

Action
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Email Labeled

Triggers when a new email is labeled.

Trigger
New Email

Triggers when a new email arrives in inbox.

Trigger
New Starred Email

Triggers when an email is starred.

Trigger
New Email from Search

Triggers from new emails matching search query.

Trigger
Get Email Details

Retrieves details of a specified email.

Action
Update Email

Updates properties of an email message.

Action
Reply to Email

Replies to an email message.

Action
Star Email

Adds a star to an email message.

Action
Search Emails

Searches for emails matching query.

Action
Forward Email

Forwards an email to another recipient.

Action
Mark Email as Unread

Marks an email as unread.

Action
Move Email to Folder

Moves an email to a specified folder.

Action
Archive Email

Archives an email message.

Action
Delete Email

Permanently deletes an email message.

Action
Unstar Email

Removes a star from an email message.

Action
Mark Email as Read

Marks an email as read.

Action
Remove Label from Email

Removes a label from an email message.

Action
Create Draft

Creates a new email draft to send later.

Action
Add Label to Email

Adds a label to an email message.

Action
Send Email

Sends a new email from your account.

Action
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Email Lead Capture Effortlessly

Schedule a demo
Efficiently convert emails to Salesforce leads with our automation. Nanonets AI ensures quick, accurate lead capture, boosting your CRM productivity and sales opportunities.

New email received

Nanonets AI parses email content, identifies lead information, and formats data for Salesforce lead creation.

Automate Your Sales Pipeline Updates

Create new lead record in Salesforce with parsed data ensuring no duplication and immediate availability.

Enable real-time Salesforce pipeline updates from Gmail with AI-powered workflow automation for consistent, error-free data synchronization and record maintenance.

Streamline Task Management via Automation

Nanonets AI identifies tasks in Gmail, extracts relevant information, and formats data for Salesforce entry.

Streamline Task Management via Automation

Create and schedule task in Salesforce with extracted details, set reminders, and assign to team members.

Automate task creation from Gmail to Salesforce efficiently. Ensure reminders and follow-ups are directly integrated into your CRM for increased productivity.

Gmail facilitates secure email exchange and integrates with Google services to streamline communication and task management.

Explore how Nanonets AI integrates with Gmail and Salesforce

AI analyzes email content, extracts relevant sales data, and prepares it for pipeline update in Salesforce.

Automatically update Salesforce records with extracted sales data from email.

Automated Customer Interaction Logging

Enhance CRM with automatic logging of Gmail interactions into Salesforce. Our workflow captures every customer exchange, bolstering relationship management.

New Gmail message received

Nanonets AI parses email content, identifies interaction details, and formats data for Salesforce logging.

New email received
Nanonets AI parses email content, identifies lead information, and formats data for Salesforce lead creation.
Create new lead record in Salesforce with parsed data ensuring no duplication and immediate availability.
New email in Gmail
AI analyzes email content, extracts relevant sales data, and prepares it for pipeline update in Salesforce.
Automatically update Salesforce records with extracted sales data from email.
New Gmail message received
Nanonets AI parses email content, identifies interaction details, and formats data for Salesforce logging.
Log interaction details into Salesforce as activity records, ensuring comprehensive customer communication tracking.
New email campaign sent
AI analyzes email responses, click rates, and engagement to extract key performance indicators for campaigns.
AI analyzes email responses, click rates, and engagement to extract key performance indicators for campaigns.
New email for task creation
Nanonets AI identifies tasks in Gmail, extracts relevant information, and formats data for Salesforce entry.
Create and schedule task in Salesforce with extracted details, set reminders, and assign to team members.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Email Lead Capture Effortlessly

Schedule a demo
Efficiently convert emails to Salesforce leads with our automation. Nanonets AI ensures quick, accurate lead capture, boosting your CRM productivity and sales opportunities.

New email received

Nanonets AI parses email content, identifies lead information, and formats data for Salesforce lead creation.

Automate Your Sales Pipeline Updates

Create new lead record in Salesforce with parsed data ensuring no duplication and immediate availability.

Enable real-time Salesforce pipeline updates from Gmail with AI-powered workflow automation for consistent, error-free data synchronization and record maintenance.

Streamline Task Management via Automation

Nanonets AI identifies tasks in Gmail, extracts relevant information, and formats data for Salesforce entry.

Streamline Task Management via Automation

Create and schedule task in Salesforce with extracted details, set reminders, and assign to team members.

Automate task creation from Gmail to Salesforce efficiently. Ensure reminders and follow-ups are directly integrated into your CRM for increased productivity.

Gmail facilitates secure email exchange and integrates with Google services to streamline communication and task management.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

Gmail + Salesforce: Nanonets Integrations

AI analyzes email content, extracts relevant sales data, and prepares it for pipeline update in Salesforce.

Automatically update Salesforce records with extracted sales data from email.

Automated Customer Interaction Logging

Enhance CRM with automatic logging of Gmail interactions into Salesforce. Our workflow captures every customer exchange, bolstering relationship management.

New Gmail message received

Nanonets AI parses email content, identifies interaction details, and formats data for Salesforce logging.

Gmail

Gmail facilitates secure email exchange and integrates with Google services to streamline communication and task management.

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Salesforce

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

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Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Email Lead Capture Effortlessly

Schedule a demo
Efficiently convert emails to Salesforce leads with our automation. Nanonets AI ensures quick, accurate lead capture, boosting your CRM productivity and sales opportunities.

New email received

Nanonets AI parses email content, identifies lead information, and formats data for Salesforce lead creation.

Automate Your Sales Pipeline Updates

Create new lead record in Salesforce with parsed data ensuring no duplication and immediate availability.

Enable real-time Salesforce pipeline updates from Gmail with AI-powered workflow automation for consistent, error-free data synchronization and record maintenance.

Streamline Task Management via Automation

Nanonets AI identifies tasks in Gmail, extracts relevant information, and formats data for Salesforce entry.

Streamline Task Management via Automation

Create and schedule task in Salesforce with extracted details, set reminders, and assign to team members.

Automate task creation from Gmail to Salesforce efficiently. Ensure reminders and follow-ups are directly integrated into your CRM for increased productivity.

Gmail facilitates secure email exchange and integrates with Google services to streamline communication and task management.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

Gmail + Salesforce: Nanonets Integrations

Gmail
Salesforce
business use cases

Automate Email Lead Capture Effortlessly

Efficiently convert emails to Salesforce leads with our automation. Nanonets AI ensures quick, accurate lead capture, boosting your CRM productivity and sales opportunities.

New email received

Nanonets AI parses email content, identifies lead information, and formats data for Salesforce lead creation.

Automate Your Sales Pipeline Updates

Create new lead record in Salesforce with parsed data ensuring no duplication and immediate availability.

Enable real-time Salesforce pipeline updates from Gmail with AI-powered workflow automation for consistent, error-free data synchronization and record maintenance.

ai integrations

New email in Gmail

AI analyzes email content, extracts relevant sales data, and prepares it for pipeline update in Salesforce.

Automatically update Salesforce records with extracted sales data from email.

Automated Customer Interaction Logging

Enhance CRM with automatic logging of Gmail interactions into Salesforce. Our workflow captures every customer exchange, bolstering relationship management.

New Gmail message received

Nanonets AI parses email content, identifies interaction details, and formats data for Salesforce logging.

uncover new possibilities

Contact us to enhance your workflows today

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