No credit card required
30 days free trial
Test any feature

How to connect Email + Salesforce CRM

Onlizer provides you with all required tools to setup connection and send info between Email and Salesforce CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Email and Salesforce CRM accounts

2

Integrate

Customize your Email to Salesforce CRM integration

3

Launch

Run automation Email + Salesforce CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of Email to Salesforce CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Email and Salesforce CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Email + Salesforce CRM integration ideas

Support or submit Email and Salesforce CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Explore Email and Salesforce CRM integration features

You can easy create integration for Email and Salesforce CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Email received in Email

Email activates when new email received by your email server. Folder, sender and subject can be specified for filter

Try trigger Trigger
Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Send email in Email

Send email to one or multiple receiver(s)

Try action Action
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action

FAQ

Connect Email and Salesforce CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Email and Salesforce CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Email and Salesforce CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Email to Salesforce CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Email and Salesforce CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Salesforce CRM when event occured in Email or when data changed in Salesforce CRM to perform action in Email. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Email and Salesforce CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Email and Salesforce CRM with 300+ services like: