How can I filter for only emails to VIP clients?

DryMerge allows you to filter emails based on the recipient's email address or domain. Just specify the addresses or domains considered VIP, and DryMerge will log only those emails accordingly.

Can I use this with Outlook instead of Gmail?

Yes, you can use this with Outlook instead of Gmail. Just describe the necessary changes, and DryMerge will configure the automation accordingly.

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

This automation is utilized by sales teams to ensure all outgoing communications are logged in CRM, enabling effective tracking of client interactions and follow-ups.

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Gmail + Salesforce

Log Outgoing Gmail Emails in Salesforce as Notes

Keep your Salesforce CRM organized and comprehensive by instantly logging outgoing emails sent from Gmail as notes under the appropriate contact. This automation ensures all communications are thoroughly tracked, facilitating better follow-up and collaboration.

New Sent Email

Triggers when you send an email from Gmail.

Log Email Note

Logs the email as a note under the relevant contact in Salesforce.

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

or pick a common variation below

Attach Important Gmail Emails to Salesforce Opportunities

Gmail + Salesforce

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Gmail + Salesforce

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Add Gmail Emails as Salesforce Activities

Gmail + Salesforce

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How DryMerge works

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

Log outgoing Gmail emails in Salesforce as notes

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log outgoing Gmail emails in Salesforce as notes"

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