How can I filter for attachments from specific senders?

You can customize this automation to filter attachments based on sender email addresses. Simply specify which senders you want to include, and DryMerge will handle the rest.

Can I add attachments to custom Salesforce objects?

Yes, DryMerge can be configured to add attachments to custom objects in Salesforce. Describe your requirements, and DryMerge will set it up accordingly.

Who benefits most from this automation and why?

Sales teams and project managers benefit from this automation as it simplifies document management. They can efficiently track and store contracts, proposals, and other crucial documents.

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Gmail + Salesforce

Save Gmail Attachments to Salesforce Records

This automation helps you streamline your document management by saving email attachments from Gmail directly to your Salesforce records. Perfect for sales teams or project managers who handle contracts, proposals, and important documents via email.

New Email Attachment

Triggers when an email with an attachment is received in Gmail.

Save to Record

Adds the email attachments to a specific Salesforce record.

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

or pick a common variation below

Save Email Attachments in Salesforce for Contract Management

Gmail + Salesforce

Details

Add Gmail Emails to Salesforce Specific Records

Gmail + Salesforce

Details

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How DryMerge works

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

Save Gmail attachments to Salesforce records

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Save Gmail attachments to Salesforce records"

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