About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

How do I send an email on Salesforce Opportunity Closed Won?

  • 23 November 2022
  • 3 replies
  • 582 views
L

Hello!

I am having trouble figuring this out on my own. When using Salesforce, I want to be able to send a Gmail to the Contacts of an Opportunity when the Opportunity’s stage has been set to Closed Won. Is this function possible? I think there are some issues with it.

 

Any help would be appreciated.

icon

Best answer by MohSwellam 23 November 2022, 20:38

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

MohSwellam
Userlevel 7
Badge +8

Hi @Lucas CPC 

 

You can use the Trigger “Updated Field on Record in Salesforce” and set it to trigger only on Opportunities. 

 

Then add a Filter by Zapier action that checks the Opportunity Stage, set it to “Closed Won” so any other stages won't continue the zap (and thus won't cost you any tasks)

 

Then add a Gmail action (which email service are you using?) to send the required email.

 

Hope this helps

Founder of GeekyAir.com
chanelle
Userlevel 7
Badge +8

@Lucas CPC Just checking back in! Did Moh’s recommendation work out okay for you? 

L

Hello!

 

Thank you for the replies. I have created this Zap that is triggered when an Opportunity's stage is set to Closed Won. I have tested the action over and over with success, but when I publish the Zap and set an Opportunity to Closed Won, the action (sending an email) does not fire.

 

Any tips from here? Thank you!

 

Terms & Conditions