How can I filter for only the most critical client emails?

DryMerge allows you to filter emails by importance. Define what makes an email critical, such as specific keywords or sender, and DryMerge will handle the rest.

Can I use this with Microsoft Outlook instead of Gmail?

Yes, you can use this with Microsoft Outlook instead of Gmail. Describe the changes needed, and DryMerge will adjust the automation accordingly.

Who benefits from this automation and what do they use it for?

This automation is particularly useful for sales teams who need to stay updated on key client communications. It ensures that important details are recorded in the CRM, allowing for informed decision-making and timely follow-ups.

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Gmail + Salesforce

Send Gmail Summaries of Key Client Emails to Salesforce Records

Ensure your sales team is always up-to-date by summarizing key client emails received in Gmail and sending these summaries directly to the corresponding Salesforce records in real-time. This keeps the team in the loop on vital communications without missing any details.

New Important Email

Triggers when an important client email is received.

Summarize to Record

Sends a summary to the corresponding Salesforce record.

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.

Send Gmail summaries of key client emails to Salesforce records

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send Gmail summaries of key client emails 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