How can I filter for emails about lost sales opportunities?

DryMerge allows you to filter emails based on specific keywords or phrases that indicate a lost sales opportunity. Just specify those criteria, and DryMerge will handle the rest.

Can I use this with HubSpot instead of Salesforce?

Yes, you can use this with HubSpot instead of Salesforce. Simply describe the necessary changes, and DryMerge will adjust the automation accordingly.

How can I connect this to Microsoft Teams?

DryMerge uses OAuth to connect to Microsoft Teams. Ensure that the bot has access to the channels you want to post to.

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

This automation is popular among sales teams aiming to follow up on lost sales opportunities to potentially convert them in the future.

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Gmail + Salesforce

Create Salesforce Follow-Up Tasks for Lost Sales from Gmail

Never miss a chance to re-engage with potential clients. This automation creates a follow-up task in Salesforce whenever you receive an email about a lost sales opportunity, ensuring that no potential business slips through the cracks. Ideal for sales teams aiming to maximize their conversion rates.

When this happens...

Lost Sales Email

Triggers when an email mentions a lost sales opportunity.

automatically do this!

Create Follow-Up Task

Adds a follow-up task in Salesforce for the opportunity.

Infinite possibilities

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

or pick a common variation below

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Loved by people at 1000+ companies

How DryMerge works

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

Create Salesforce follow-up tasks for lost Sales from Gmail

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce follow-up tasks for lost Sales from Gmail"

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