when i click on an opportunity in salesforce i want is to search the associated email address in gmail is this possible?
Hey @beaver.matt
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.
This topic was automatically closed 10 days after the last reply. New replies are no longer allowed.