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Studio Web Templates

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Effectively integrate lead information into Salesforce by automating the extraction process from Gmail emails. Streamline your workflow as this template identifies and processes relevant data, seamlessly generating new entries in Salesforce for enhanced productivity and organizational efficiency.

  

It can prove especially of use for:

*   **Sales Lead Management:** Automatically process lead information received via Gmail, ensuring quick entry into Salesforce.
*   **Workflow Automation:** Streamline workflows by seamlessly integrating Gmail and Salesforce, automating the transfer of relevant lead data.
*   **Customer Relationship Management (CRM):** Enhance CRM capabilities by maintaining a centralized and up-to-date repository of lead information within Salesforce.
*   **Salesforce Entry Standardization:** Ensure consistency in Salesforce entries by automating the extraction and entry of standardized lead information.

When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry.

Extract new lead information from a Gmail email and add it in Salesforce