Best answer

Send an email on a salesforce opportunity

  • 26 June 2022
  • 3 replies
  • 107 views

Userlevel 1

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?

 

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Best answer by christina.d 29 June 2022, 21:39

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3 replies

Userlevel 4
Badge +6

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.

Userlevel 7
Badge +14

Hi @ABAR 

Good question.

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

Userlevel 7
Badge +9

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!