Skip to content
ClickRuntime

Connect Gmail to Salesforce

Sales managers live in their inbox and their pipeline lives in Salesforce. Connecting Gmail and Salesforce turns enquiry emails into leads without copying and pasting, and sends you the weekly activity, deal risk and account health that you would otherwise have to build reports for.
Add to ChatGPTAdd to Claude
Works inChatGPTClaudeClaude CodeCursorCodexVS CodeGemini CLIZedopencodeAny MCP client

Ideas

What you can do with Gmail and Salesforce

Lead capture from email plus weekly reports, risk alerts and account briefs sent from Salesforce to your inbox. These are ready-made starting points. Anything else you can describe works too.
Weekly

Get a weekly email of your team's Salesforce activity

Every Monday you get an email showing each rep's tasks, meetings, deals moved and revenue won last week, with short coaching notes.

See how it works
WeeklyAI

Get a weekly email of customers at risk of leaving

Each week you get an email listing customers whose health looks poor, with a score, the reason and how it changed since last week.

See how it works
Every 10 minutesAI

Turn enquiry emails into Salesforce leads

Emails you label Leads in Gmail become Salesforce leads with the contact details filled in, and are moved out of the way.

See how it works
Daily

Get an email when deals start to stall

Each day you get an email listing newly at-risk deals, with the warning signs for each.

See how it works
MonthlyAI

Get a monthly strategy brief for your key accounts

Each month you get an email with upsell gaps, competitor risks and a suggested next move for each of your top accounts.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Gmail and Salesforce, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Gmail and Salesforce automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Gmail and Salesforce in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Create Salesforce leads from sales@ emails only when AI judges the email to be a real buying inquiry, and skip vendors and newsletters.

For opportunities in Negotiation with no activity for 7 days, create a Gmail draft to the primary contact and a Salesforce task for the owner.

Use cases

Why people connect Gmail and Salesforce

How the two apps work together

  • ClickRuntime checks Gmail every few minutes for emails matching a label or sender and creates leads, tasks or activities in Salesforce.
  • Salesforce is queried on a schedule, and Gmail emails or drafts are created from the results.
  • Contacts and leads are matched by email address.

  • Log customer emails to Salesforce

    Account executives need email history on accounts. Emails from customer domains are logged as activities on the contact.

  • Leads from inbound emails

    Small sales teams get leads at sales@. Each new sender becomes a Salesforce lead with the email as a note.

  • Pipeline reports by email

    Managers get a weekly Gmail report of opportunities closing this month and changes since last week.

  • Follow-up drafts for stalled deals

    Reps get Gmail drafts for opportunities with no recent activity, written from the opportunity details.

More apps

Gmail, Salesforce and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Inbound email leads with Slack alert

When an email arrives at sales@, create a Salesforce lead and post the sender, company and summary to #sales on Slack.

Meeting prep emails

Before each Google Calendar meeting with an external guest, email me the guest's Salesforce account, open opportunities and recent cases.

Email activity report

Every Friday, write to a Google Sheet how many customer emails were logged to Salesforce per account this week.

Setup

Connect Gmail and Salesforce once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Gmail

Email

  1. At console.cloud.google.com, create a project and enable the Gmail API under APIs & Services → Library.
  2. Set up the OAuth consent screen. On Google Workspace choose Internal. On a personal Gmail account choose External, then under Audience click Publish app so it is In production, not Testing.
  3. Under Data Access, add the scopes you need, such as https://www.googleapis.com/auth/gmail.modify, or gmail.send if you only want to send.
  4. Under Clients, create an OAuth client of type Web application with the redirect URI https://clickruntime.com/oauth/callback.
  5. In the ClickRuntime dashboard, open Connections, choose Gmail and enter the client ID and secret. On a personal account Google shows an unverified-app screen: click Advanced, then go to your app.

Salesforce

CRM

  1. In Salesforce, go to Setup, then External Client App Manager (or App Manager), and create a new External Client App.
  2. Enable OAuth, set the callback URL to https://clickruntime.com/oauth/callback, and add the scopes api and refresh_token offline_access.
  3. Under OAuth policies, set the refresh token policy to valid until revoked and choose who may use the app. Make sure the user has the API Enabled permission.
  4. In the ClickRuntime dashboard, open Connections, choose Salesforce and enter your app's Consumer Key and Consumer Secret.

FAQ

Questions about connecting Gmail and Salesforce

Which address are the reports sent from?
From your own Gmail or Google Workspace address, to whoever you choose. Replies come back to your inbox as usual.
Can it read only some of my emails?
Yes. Lead capture reads only messages with the label you choose, such as Leads, so the rest of your inbox is left alone. Set a Gmail filter to apply the label automatically.
Can the reports go to my whole team?
Yes. Add more addresses to the recipient list, or send each manager a separate email filtered to their own reps.
Does it change anything in Salesforce?
The report automations only read Salesforce. Lead capture creates new leads after checking that one with the same email doesn't already exist.
Can it attach emails to opportunities?
Yes. It can log the email as a task or activity related to the contact and the open opportunity.
Does it work with Google Workspace addresses?
Yes. Personal and Workspace Gmail accounts connect the same way.
Will it create duplicate leads?
No. It checks for an existing lead or contact with the same email first.

Related pages

Keep exploring

Tell your assistant what Gmail and Salesforce should do together

Free plan. No credit card.

Add to ChatGPTAdd to Claude