How can I filter for only specific clients' birthdays?

DryMerge allows you to filter emails from specific clients by their email address or other criteria. Just specify which clients' birthdays you want to follow up on, and DryMerge will handle the rest.

Can I use this with Outlook instead of Gmail?

Yes, you can use this with Outlook instead of Gmail. Just describe the changes you need to make, and DryMerge will adjust the automation accordingly.

Who uses this automation? What do they use it for?

This automation is popular among account managers and customer service representatives who use it to maintain strong relationships with their clients by remembering and acknowledging their birthdays.

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Gmail + Salesforce

Set Salesforce Follow-Up Reminders for Client Birthdays from Gmail

Never miss a client's special day by setting up automated birthday follow-up reminders in Salesforce whenever you receive an email notification about their birthday in Gmail. This keeps you engaged and shows your clients you care, fostering better relationships and client retention.

Email About Client Birthday

Detects when you get an email mentioning a client's birthday.

Set Birthday Follow-Up

Creates a reminder in Salesforce to follow up on your client's birthday.

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

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Set Salesforce follow-up reminders for client birthdays from Gmail"

Set Salesforce follow-up reminders for client birthdays from Gmail

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.

Sure! Connecting

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

Our Capabilities

See what DryMerge can do with Salesforce + Gmail.

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

Search Emails

Searches Gmail emails

Create Label

Creates a new label in Gmail

List Labels

Retrieves a list of all labels in a Gmail account

Remove Labels

Removes specified labels from a Gmail message

Get Current User Gmail

Fetches the Gmail address of the current user

Create Draft

Creates a draft email in Gmail

App details

Gmail

Gmail is a free email service provided by Google. Send emails, manage incoming messages, and trigger actions based on email events.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

Microsoft Outlook

Email Client

SMS

Text Messages

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Get Started with DryMerge

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