Send Gmail attachments to corresponding Salesforce contacts
Connectors: Gmail, Salesforce Functions: Find Email, List Length, Continue If, List Length, At, For Each – Ignore Records, Get Multiple
Connectors: Gmail, Salesforce
Functions: Find Email, List Length, Continue If, List Length, At, For Each – Ignore Records, Get Multiple
We use Salesforce as our system of record for all things customer related. To make sure that all customer information is up to date in Salesforce, we need to automatically upload any attachments received via our Gmail account.
To solve this, we can create a FLO that recognizes when any new email is received, check for any attachments, find the Salesforce record, and upload any attachments.
Extend this FLO
You can easily add a List Filter to filter out certain types of attachments. For example, filter out jpeg and png and only let document type files be sent to Salesforce. If multiple email matches are found in the Salesforce contacts records, add steps to send notifications to someone (e.g. via Slack, Gmail, Outlook) to merge or cleanup records in Salesforce
Extend your SaaS ecosystems native integrations by using pre-built API connectors to hundreds of applications and create integrations and automations with WNDYR's consulting team guiding you along every step of the way.