Capture Inbound Contacts in Salesforce Instantly
When someone emails you, Notis creates a contact record in Salesforce with their information—your contact list grows automatically.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
You receive emails from new contacts but importing them into Salesforce is manual and takes time. Many slip through and never make it to your CRM.
- Automatically captures all email senders as Salesforce contacts
- Builds your contact database without manual data entry
- Ensures no contact opportunity falls through the cracks
Setup
Build it in a few focused steps.
- 1Connect Gmail and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I receive an email from someone new, create a contact in Salesforce with their name, title, and email.'
- 3Select 'New Gmail Message Received' as your trigger.
- 4Receive a test email from a new contact—Notis will create their record in Salesforce automatically.
Questions about this workflow
What if the email doesn't include a title or company?
Notis creates the contact with the information available and leaves other fields blank. You can update them manually or Notis can infer context if available.
Will this create contacts for every email sender?
By default, Notis creates contacts for new senders to avoid duplicates. You can adjust the rule in your prompt if you need different logic.
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 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.