Connect Gmail to Salesforce and automate your tasks

Why integrate Gmail with Salesforce

The Gmail to Salesforce integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Send the right email at the right moment

When an order ships, a customer churns, or inventory runs low, MESA triggers the right Gmail message automatically. No missed sends, no manual follow-up queues.

Keep your team in the loop on what matters

MESA sends internal Gmail alerts when orders hit thresholds, fulfillment stalls, or tasks need attention. Your team acts on real data, not status update requests.

Log every outbound email as a record

Every Gmail message MESA sends gets written back to your spreadsheet, CRM, or order notes. You always know what was sent, when, and to whom.

Keep Salesforce contacts current as customers shop in Shopify

When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their Salesforce contact or account record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export holding things back.

Create Salesforce opportunities from Shopify wholesale and B2B orders

When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates an opportunity in Salesforce with the order details already attached. Your sales team follows up with context, not just a name and an order number.

Trigger Salesforce workflows from Shopify customer behavior

When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to Salesforce and starts the right sequence or campaign. Your CRM automation runs on live commerce signals, not just form fills and email opens.

Build any Gmail and Salesforce automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Account Created

Starts when an account is created.

Account Updated

Starts when an account is modified.

Contact Created

Starts when a contact is created.

• First Name
• Last Name
• Account ID
• Email
• Mailing Street
• Mailing City
• Mailing State
• Mailing Postal Code
• Mailing Country
• Phone
• Description
• Fax
• ID

Contact Updated

Starts when a contact is modified.

Custom Created

Starts when a custom is created.

Lead Created

Starts when a lead is created.

• Last Name
• First Name
• Company
• Street
• Is Deleted
• Master Record ID
• Salutation
• Title
• City
• State
• Postal Code
• Country
• Phone
• Mobile Phone
• Fax
• Email
• Website
• Description
• Lead Source
• Status
• Industry
• Rating
• Annual Revenue
• Number Of Employees
• Owner ID
• Is Converted
• Converted Date
• Converted Account ID
• Converted Contact ID
• Converted Opportunity ID
• Is Unread By Owner
• Created Date
• Created By ID
• Last Modified Date
• Last Modified By ID
• System Modstamp
• Last Activity Date
• Email Bounced Reason
• Email Bounced Date
• ID

Lead Updated

Starts when a lead is modified.

Opportunity Created

Starts when an opportunity is created.

• Name
• Stage Name
• Description
• Amount
• Is Deleted
• Account ID
• Is Private
• Probability
• Expected Revenue
• Total Opportunity Quantity
• Close Date
• Type
• Next Step
• Lead Source
• Is Closed
• Is Won
• Forecast Category
• Forecast Category Name
• Campaign ID
• Has Opportunity Line Item
• Pricebook2id
• Owner ID
• Created Date
• Created By ID
• Last Modified Date
• Last Modified By ID
• System Modstamp
• Last Activity Date
• Fiscal Quarter
• Fiscal Year
• Fiscal
• ID

Order Created

Starts when an order is created.

• Account ID
• Effective Date
• Status
• Shipping Street
• Shipping City
• Shipping State
• Contract ID
• Is Reduction Order
• Description
• Customer Authorized By ID
• Customer Authorized Date
• Company Authorized By ID
• Company Authorized Date
• Type
• Billing Street
• Billing City
• Billing State
• Billing Postal Code
• Billing Country
• Shipping Postal Code
• Shipping Country
• Name
• Po Date
• Po Number
• Order Reference Number
• Bill To Contact ID
• Ship To Contact ID
• Activated Date
• Activated By ID
• Status Code
• Order Number
• Total Amount
• Created Date
• Created By ID
• Last Modified Date
• Last Modified By ID
• Is Deleted
• System Modstamp
• ID

Retrieve User Profile

Grab all details about a user's profile.

• Email Address
• Messages Total
• Threads Total
• History ID

Integrate Gmail with Salesforce today.

Enjoy a 7-day free trial. Get your first workflow in minutes.