Create a Salesforce lead from every new Gmail email
When a prospect emails you out of the blue, Notis reads the message and creates a matching lead in Salesforce so the opportunity is captured the moment it arrives, not three days later when you finally scroll back down.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Inbound interest lands in a crowded inbox and gets buried before you can log it, so warm prospects quietly go cold.
- Every inbound inquiry becomes a tracked lead without you touching Salesforce
- New prospects are captured the second they email, not whenever you remember
- Your pipeline reflects reality instead of the emails you happened to log
- No more copy-pasting names and addresses between two open tabs
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis once from the portal.
- 2In the portal open Automations and start a New Automation, or just tell Notis in plain language what you want.
- 3Describe the outcome in one instruction: 'When a new Gmail message arrives, create a matching lead in Salesforce.'
- 4Pick the New Gmail Message Received trigger and choose the channel where Notis should report each run.
- 5Send yourself a test email and confirm the lead appears in Salesforce.
Questions about this workflow
Do I have to map email fields to Salesforce lead fields?
No. Notis reads the email and fills the lead from your plain-language instruction, so there are no field-mapping screens to configure.
Will this create a lead for every single email, including newsletters?
You can shape that in the instruction, for example telling Notis to only create a lead when the email looks like a genuine inquiry.
Where do I see that it ran?
Notis reports each run in the channel you choose, such as Telegram, WhatsApp, or email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Salesforce. A trigger fires from one place; an action lands in another.
Gmail triggers
Salesforce actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Gmail and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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