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Automate 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
Solution
1. Email Received in Gmail

Trigger when a client interaction email is received.

Parse Email Content
Solution
2. Extract Data from Email

Extract client details and discussed products from the email.

Find or Create Record
Solution
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.

  • 1
    Real-time Email Parsing

    Instantly parse emails to extract critical client data.

  • 2
    Seamless Salesforce Integration

    Effortlessly update Salesforce records with parsed data.

  • 3
    Reduce Manual Data Entry

    Minimize errors and save time by automating data input.

Feature

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 is 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

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