Salesforce Gmail Integrations

 

Salesforce Gmail Integrations

Ask any sales rep what their biggest waste of time is, and they’ll tell you the same thing. Surprise, email! It’s not that surprising, but you might be surprised by its actual size. It’s estimated that 28% of our day is spent on email and Salesforce. For salespeople who use Gmail to do business, there’s an integration that happens to be useful. Let’s look at an example. Josh works as a sales representative for a multinational company. He uses Google Meet to talk to customers, but he schedules meetings with his manager on his Salesforce calendar. Josh struggles to keep track of two calendars, so he uses Salesforce’s Gmail integration to keep everything in one place for him. This also allows Josh to do the following directly in his Gmail:

1. He creates Salesforce records like Leads, Opportunities, Accounts, Contacts, Records, etc. based on email.
2. Associate email messages and one-time calendar events with multiple Salesforce contacts and other Salesforce records that accept tasks or email messages.
3. Search for Salesforce records, including those based on custom objects.

How to integrate Gmail with Salesforce Sounds good. Here’s how to get started:

Step 1: After logging into Salesforce, click the gear icon and select Setup. In the Quick Find box, search for and select Gmail Integration and Sync. You can enable it here. Read more!!