when i click on an opportunity in salesforce i want is to search the associated email address in gmail is this possible?
Seems like you want something like this?
I checked the option inside Salesforce and can’t find a way this is possible, since the opportunity doesn’t contain the company url or any email you can search for.
Yet, the accounts DO have emails.
So that can be a way to find the associated email all in a single workflow.
You can try is scraping the related account link from that salesforce opportunity, to get the email.
Here’s an automation draft:
Activate the automation and right click over a Salesforce opportunity. This will extract the contact’s account email and search on Gmail.
Salesforce might be tricky to scrape. I ran into this error.
Before diving deeper, let us know if this is what you’re searching for.
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