How can I filter for only important renewal emails?

DryMerge allows you to filter emails based on specific criteria such as keywords or sender email addresses. Just specify what defines 'important' for you, and DryMerge will handle the rest.

Can I use this with another email service instead of Gmail?

Yes, you can use this with other email services as well. Simply specify the email service you want to use, and DryMerge will configure the automation accordingly.

Are there any limitations in connecting this with Salesforce?

DryMerge uses OAuth to connect to Salesforce. You need to ensure that you have the necessary permissions to access and modify the required records in Salesforce.

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

This automation is popular among account managers and customer success teams who need to manage client subscriptions and ensure timely renewals.

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Gmail + Salesforce

Log Client Subscription Renewals from Gmail to Salesforce

This use case helps you manage client subscriptions effortlessly. Whenever you receive an email about a client's subscription renewal in Gmail, the details are automatically logged into Salesforce. Additionally, a follow-up task is created in Salesforce to ensure timely action on the renewal. This automation is especially useful for account managers and customer success teams who aim to maintain high renewal rates and reduce client churn.

New Renewal Email

Detects when a subscription renewal email arrives in your Gmail inbox.

Log in Salesforce

Automatically logs the renewal details into Salesforce and creates a follow-up task. Stay on top of renewals effortlessly!

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.

Log client subscription renewals from Gmail to Salesforce

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log client subscription renewals from Gmail 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