How can I filter for only specific types of leads?

DryMerge allows you to set filters for specific types of leads. Simply define the criteria that are important to you, such as certain keywords or sender email addresses, and DryMerge will apply these filters.

Can I also capture leads from other email services?

Yes, you can capture leads from other email services like Outlook. Just specify the change, and DryMerge will handle the rest.

How can I get this connected to Salesforce?

DryMerge uses OAuth to connect to Salesforce. Ensure that you have the necessary permissions to access and modify lead records.

Which people use this automation? What do they use it for?

This automation is used by sales teams and managers to ensure that all potential leads are captured and recorded systematically, improving sales funnel management.

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Gmail + Salesforce

Capture Lead Details from Gmail Emails to Salesforce

Effortlessly capture lead details from your Gmail emails and save them in Salesforce. This automation is perfect for sales professionals who want to streamline the process of recording new leads, ensuring no potential client slips through the cracks.

New Lead Email

Triggers when a new lead email arrives in Gmail.

Create Lead Record

Adds the lead details to Salesforce CRM.

See more Gmail to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Capture lead details from Gmail emails to Salesforce

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Capture lead details from Gmail emails to Salesforce"

Sure! Connecting

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Send Email

Sends a gmail

Archive Email

Archives a Gmail email

Reply to Email

Replies to a Gmail email

Read Email

Reads the contents of a Gmail email

Forward Email

Forwards a Gmail email

Add Label to Email

Adds a label to a Gmail email