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Best answer

Send an email on a salesforce opportunity

  • June 26, 2022
  • 3 replies
  • 170 views
A

Hi

 

I have a zap that creates and updates a salesforce opportunity.

 

I looked but couldn't find an action to send one of the templated emails we have in salesforce on the opportunity. 

 

Is this possible through zapier?

 

Best answer by christina.d

Hi there, @ABAR! I wanted to swing by and see if you were still needing help with this? 
You’re right I didn’t see any Zapier actions that let you send a templated Salesforce email but I wonder if @Satya09’s recommendation of creating a Gmail action step with the template may work for your needs.

Keep us posted! 

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

Satya09
Forum|alt.badge.img+7
  • Satya09Beginner
  • Beginner
  • June 26, 2022

Hello @ABAR 

Just add an Additional Action Step of Send Email using Gmail App with the templated content after the step that creates an opportunity inside your Salesforce account.

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • June 26, 2022

Hi @ABAR 

Good question.

You may need to configure that automation in Salesforce rather than in the Zap.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
christina.d
Forum|alt.badge.img+9
  • christina.dZapier Staff
  • Zapier Staff
  • Answer
  • June 29, 2022

Hi there, @ABAR! I wanted to swing by and see if you were still needing help with this? 
You’re right I didn’t see any Zapier actions that let you send a templated Salesforce email but I wonder if @Satya09’s recommendation of creating a Gmail action step with the template may work for your needs.

Keep us posted! 

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