Impactful Automation with a Salesforce & Gmail Integration

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Oct 18th, 2023

If you use Gmail and Salesforce for workflows, tasks, and processes in your organization, then integrating these two platforms can boost your customer relationship management (CRM) and communication strategies.

For example, businesses can streamline communication by viewing and working with Gmail emails and contacts within Salesforce. This benefit makes finding and interacting with customer information easier as employees do not have to navigate between different platforms to obtain the information they need to deal with customer queries quickly.

Other benefits include automatically logging Gmail email conversations and customer interactions as Salesforce records to establish a complete customer communication history.

If you want to learn more about the integration between Salesforce and Gmail to sync data and uncover solutions for your business, continue reading our article. Let’s go!

What is a Gmail Salesforce Integration?

We can explain it quickly before we move on to other topics. A Gmail integration with Salesforce will connect these two platforms so that data from Gmail and Salesforce can sync seamlessly. Just a few other basics to cover, such as:

Gmail is an email platform from Google.

Salesforce is a CRM platform.

Both platforms are hugely successful and popular! Many organizations connect their Gmail email integration with Salesforce to speed up employee communication for better customer service. Regarding managing data, this integration is excellent for managing customer relationships and automating sales tasks so that your workforce can collaborate better.

Want to know more about some immediate benefits gained from a Gmail integration in Salesforce? Check out the three common ones below.

Track your Emails

For starters, you can track emails inside Salesforce sent by Gmail. Salesforce and Gmail will give you tracking features that tell when recipients have opened or read emails. This super helpful feature assists sales and customer support teams when they need to follow up on customer interactions.

Manage Leads and Contacts

The next benefit of a Gmail and Salesforce integration is syncing your contact and lead information from Salesforce into Gmail. This feature makes accessing or editing customer data from within Gmail easy for your workforce.

Be in Charge of your Calendar

When you connect Salesforce to Gmail, you can integrate your calendars between the two platforms. This feature can empower your employees to take initiative and be up-to-date when scheduling meetings, appointments, and follow-ups to never let customer interactions fall through any cracks.

There are many more benefits and features to be gained from a Gmail to Salesforce integration. Let us know if you need any more examples 😉

Who can Benefit from a Gmail Salesforce Extension?

Individuals and organizations using Gmail and Salesforce daily for workflows, processes, and tasks should connect these platforms. However, that is a generic answer, so here are three top organizational groups that can benefit from extending their digital solutions with a Gmail and Salesforce plugin.

Simplify Processes for Sales Teams

Professionals in the sales industries, like sales representatives or account executives, can use a Gmail and Salesforce connector to merge their email communications and customer data between the two platforms. For example, sales professionals can view customer details, monitor leads, and modify Salesforce records from Gmail.

Upgraded Workflows for Marketing Teams

Marketing professionals find the Gmail and Salesforce integration useful for automatically capturing and pushing lead and contact data to Salesforce. This feature alone helps marketers generate leads and focus more of their efforts on nurturing relationships rather than manual tasks.

Customer Support Teams Close Queries Faster

A Gmail and Salesforce integration can also be helpful to customer support agents. With this extension at your company, employees can view customer data in Salesforce and use it to resolve customer queries or issues quickly. Data that is crucial for customer support teams include the following, which can all be accessed fast with a Gmail and Salesforce integration:

Case histories

Communication records

Email conversations

When should I connect Gmail to Salesforce?

If you use Gmail and Salesforce regularly, you probably want to configure this valuable integration immediately. We know it can speed up communication between employees and customers while keeping data in a single place. But when is the right time to do so? This type of question will depend on the goals and requirements of your business teams. Make sure you consider the following points as well before connecting Gmail and Salesforce:

Draft your Business Objectives

As we mentioned, figure out your business objectives as to why you want to integrate Gmail and Salesforce. Some valuable questions to ask business teams that will aid your decision can include:

Is it necessary to improve our sales process?

Do we require better customer support processes?

Do we need to enhance the accuracy of our customer data?

Is it time to boost productivity in our teams?

With a better understanding of your business goals, you will be able to determine when you should integrate Gmail with Salesforce.

Check out your Salesforce System

If your business goals align with integrating Gmail with Salesforce, make sure that your CRM platform is set up correctly and has all the data you require to get the best automation out of the connection. If you have missing or irrelevant data in Salesforce, when you integrate with Gmail, you will have incorrect data syncing between the platforms. If this is the case, remember to sort out your data in Salesforce before proceeding with a Gmail integration.

Are your Teams Ready for a Change?

One last thing to check before integrating Gmail and Salesforce is asking your employees if they have the time and are keen on the new way of working. This is an essential factor to consider, as some employees might need training to work effectively with the integration. Training and upskilling employees could result in project delays, so ensure it is the right time to start the integration.

We hope to see you soon! 

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.