Every day at 7pm
Log customer emails in Salesforce
Every evening, the agent logs the past 24 hours of emails with your Salesforce contacts and leads as completed tasks, each with a short summary.
Salesforce + Gmail integration
Combine Salesforce + Gmail and move CRM data into your inbox, or email into Salesforce. Just ask Letaido's AI agent and watch it do the work.
Best Salesforce and Gmail integration jobs to start with
Use this Salesforce Gmail integration to log emails, prep for calls, draft follow-ups and keep opt-outs current.
When you ask
Call prep from Salesforce and Gmail
Prep for calls with Salesforce account details, open deals and contacts, plus recent Gmail threads.
When you ask
Draft follow-ups for quiet deals in Gmail
The agent finds your open deals with no activity in two weeks and drafts a follow-up to each primary contact.
Every weekday at 8am
First-touch drafts for new leads
Draft first emails to your new Salesforce leads from their company, title and request.
Every day at 8am
Opt out people who ask to unsubscribe
Every morning, the agent ticks Email Opt Out on Salesforce contacts and leads who replied in the past 24 hours asking to stop emails.
Salesforce Gmail integration options, compared
Salesforce's own Gmail integration shows records in your inbox. Jobs that need judgement sit on top.
| Option | Emails logged in Salesforce | Salesforce records inside Gmail | Runs on its own | Helps write emails |
|---|---|---|---|---|
 Letaido AI agent | Yes | No | Yes | Yes |
| Salesforce's Gmail integration and Einstein Activity Capture | Yes | Yes | Partly | Partly |
| Salesforce Connector for Gmail (Unaric, Workspace Marketplace) | Yes | Yes | Partly | Yes |
| Zapier | Partly | No | Yes | Partly |
Read the full comparison
| Option | Direction | What starts it | Best for | Watch out for |
|---|---|---|---|---|
| Letaido AI agent | Gmail to Salesforce and Salesforce to Gmail, one job at a time | A schedule, or when you ask | Jobs that need judgement: logging emails with a summary, call prep from both apps, follow-up and first-touch drafts, opt-out requests | No side panel inside Gmail, and no event triggers on either app, so jobs run on a schedule or when you ask. Gmail needs your own Google OAuth client, and Salesforce an edition with API access |
| Salesforce's Gmail integration and Einstein Activity Capture | Both ways, inside Gmail | You, from the side panel, or Einstein Activity Capture in the background | Seeing matching contacts, leads and deals next to an email, logging emails and events to records, writing emails from Lightning email templates, and capturing email and events automatically | An admin turns it on in Salesforce Setup and reps add the Chrome extension. Captured emails aren't saved as Salesforce email records unless you turn on Sync Email as Activity. More than 100 users on Einstein Activity Capture needs a paid upgrade |
| Salesforce Connector for Gmail (Unaric, Workspace Marketplace) | Both ways, inside Gmail | You, from the add-on, plus an optional background sync with rules | A Salesforce panel in Gmail on desktop and mobile, saving emails to contacts and leads, replying with Salesforce email templates or ChatGPT replies saved as drafts | Built and priced by a third party, not by Salesforce or Google. An admin can deploy it to the whole company |
| Zapier | Either way, one recipe at a time | A new Gmail email or a Salesforce record, checked on a polling interval | Fixed recipes such as a Salesforce lead for each new Gmail email, a Gmail alert for each new Salesforce lead, or a task or note for each new email | Gmail and most Salesforce triggers check for changes on a polling interval. Salesforce is a Premium app on Zapier, and you build and maintain each recipe |
Salesforce and Gmail: the old way vs. Letaido
- 1Open each email from a customer
- 2Search the sender in Salesforce
- 3Open the contact or lead
- 4Log the email as an activity
- 5Update the lead status
Every day at 7pm, find every email I sent or received in Gmail in the past 24 hours, archived ones and all inbox tabs included. For each one with a Salesforce contact or lead, log it as a completed task on that person with a two-line summary and its Gmail message ID, unless a task with that ID already exists. If a lead still in Open - Not Contacted replied, move them to Working - Contacted. Tell me about any email you could not read in full.
Salesforce, tab Tasks logged today
Theo Brandt, Email: Security review questions, Received
Theo Brandt, Email: Re: Security review questions, Sent
How Salesforce and Gmail jobs start
On a schedule
Saved as an automation, like these jobs: every day at 7pm, every weekday at 8am or every day at 8am. Neither app sends events to Letaido.
When you ask
Type it once in chat.
How to set up the Salesforce Gmail integration
-
1Connect with Salesforce after a one time admin setup
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2Connect Gmail with your OAuth client
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3Approve the first run
Allow all read operations once per app; approve each kind of write once.
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4Check the first result in chat
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5Pick a schedule
Every Salesforce and Gmail action the agent can take
Salesforce
12 groups: 42 reads, 25 writes
- View and refresh dashboards
- Explore org schema and metadata
- Read org and user info
- 9 more
List recently viewed · Get dashboard results · Get record blob · Composite graph
Gmail
8 groups: 7 reads, 12 writes
- Send emails
- Read messages and threads
- Trash and restore messages
- 5 more
Get message · Create label · Send message · List drafts
Frequently asked
Does Salesforce integrate with Gmail? +
Yes. Salesforce's own Gmail integration shows matching records in a Gmail side panel, and Einstein Activity Capture can capture emails automatically. Letaido's AI agent, Leta, adds jobs on top that need judgement.
How do I connect Gmail to Salesforce with Letaido? +
Connect each app once in Letaido. Gmail connects with your own Google OAuth client, and Salesforce needs an edition with API access. Then describe the job in chat, or paste a prompt from a job on this page.
Can Gmail sync with Salesforce automatically? +
Not as a live sync. Neither app sends events to Letaido, so jobs run on a schedule or when you ask. The logging job runs every evening and logs the past 24 hours of sent, received and archived email with your contacts and leads as completed tasks, each with a short summary.
Will Leta send emails for me? +
Not in these jobs. The follow-up and first-touch jobs save drafts in Gmail, and you read, edit and send each one yourself.
Can it prep me for a sales call? +
Yes. Ask it to prep you for a call with a company and Leta reads the Salesforce account, its open deals and contacts, plus your recent Gmail threads with them, then sums it up in the chat. Nothing is written anywhere.
How is Letaido different from Salesforce's Gmail integration? +
Salesforce's integration puts records next to your email and logs emails when you click or through Einstein Activity Capture. Leta has no Gmail side panel. It runs a job you describe, on a schedule or when you ask, and can summarize emails, write drafts from CRM fields and act on unsubscribe replies.
Does it ask before changing Salesforce or Gmail? +
Allow all read operations once per app; approve each kind of write once.
Put Salesforce and Gmail to work today
Connect Salesforce and Gmail, then ask for a job like "Log my Gmail emails with Salesforce contacts and leads every evening". Leta gets it done on your schedule, or the moment you ask.
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