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Your No-code and AI Automation PartnerAutomate Salesforce Data Entry from Emails
Streamline your sales process by automatically updating Salesforce with client data extracted from Gmail emails. Reduce manual entry errors and enhance sales efficiency.
When an Email Received
1. Email Received in Gmail
Trigger when a client interaction email is received.
Parse Email Content
2. Extract Data from Email
Extract client details and discussed products from the email.
Find or Create Record
3. Update Salesforce Record
Automatically update or create a client record in Salesforce.
- Repeat -
Automation Benefits
Benefits of Automating Salesforce Data Entry
Understand how this automation can transform your sales operations.
Enhanced Data Accuracy
Automate to reduce human errors in data entry.
Time-Saving Efficiency
Free up time for sales reps to focus on selling.
Consistent CRM Updates
Keep Salesforce records always current and reliable.
Boosted Sales Productivity
Allow reps to engage more with clients instead of admin tasks.
Improved Client Interactions
Quickly access up-to-date client information.
Streamlined Sales Process
Integrate seamlessly with existing workflows for efficiency.
Features
Key Features of This Automation
Explore the essential features that make this automation a must-have for sales teams.
- 1Real-time Email Parsing
Instantly parse emails to extract critical client data.
- 2Seamless Salesforce Integration
Effortlessly update Salesforce records with parsed data.
- 3Reduce Manual Data Entry
Minimize errors and save time by automating data input.
Outcomes
Expected Outcomes
Discover the tangible benefits your business can achieve with this automation.
50%
Increased Sales Efficiency
90%
Reduced Data Entry Errors
30%
More Time for Selling
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FAQ
Frequently Asked Questions
Get answers to common questions about this automation.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.