Integrating PAB with Google: Automate Emails for Closed Opportunities in Salesforce

Learn how to integrate PAB with Google, Gmail, and Salesforce to automate email notifications for closed opportunities. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up PAB for Google and Salesforce Integration

The integration of PAB with Google and Salesforce allows for automated email notifications. To start, log into your PAB account and navigate to the dashboard. Click on the big blue button labeled ‘Create Workflow’ to begin your automation process.

Once you click ‘Create Workflow’, give it a suitable name like ‘Send Email for Closed One Opportunity in Salesforce’. After naming your workflow, click on ‘Create’ to proceed. This will set up a blank workflow where you will define the trigger and action for your integration.

2. Defining the Trigger in Salesforce

To automate the email notification, you need to set up Salesforce as the trigger application. The trigger event is when an opportunity stage is updated to ‘Closed Won’. Click on ‘Add New Connection’ to connect Salesforce to PAB.

• Select Salesforce as the trigger application.
• Choose the event ‘Update Field on Record’.
• Specify the field to be updated as ‘Stage’.

After connecting Salesforce, select the object as ‘Opportunity’ and set the field to update as ‘Stage’. Make sure to specify that it should be updated to ‘Closed Won’ within single quotes. This setup ensures that only when the stage changes to ‘Closed Won’, the automation will trigger.

3. Setting Up the Email Action with Gmail

Next, you will set Gmail as the action application to send the email notification. Click on ‘Add New Connection’ under the action section and connect your Gmail account to PAB.

After successfully connecting Gmail, you need to fill in the email details. Start by specifying the recipient’s email address, which will be mapped from the trigger response. Then, enter the sender’s name, subject, and body of the email. Here’s how you can structure the email:

• Subject: ‘Opportunity Updated to Closed Won’
• Body: ‘Dear User, your opportunity has been marked as Closed Won.’
• You can customize the email content as needed.

Once you have filled in all the details, click on ‘Save and Send Test Request’ to ensure the email is sent correctly. This step confirms that your integration works seamlessly.

4. Testing the Integration Between PAB, Google, and Salesforce

After setting up both the trigger and action, it’s time to test the integration. Go back to Salesforce and create a new opportunity. Initially, set the stage to something other than ‘Closed Won’, such as ‘Negotiation and Review’. Save this opportunity.

Next, edit the opportunity and change the stage to ‘Closed Won’. After saving the changes, return to PAB and send a test request. This will retrieve the recently changed opportunity details. Ensure that the email address is included in the response, as this is crucial for sending notifications.

Once you confirm that the email address is captured correctly, finalize the workflow in PAB. This involves ensuring that the email is sent to the right recipient whenever the opportunity stage is updated to ‘Closed Won’.

5. Conclusion: Automating Notifications with PAB and Google

Integrating PAB with Google, Gmail, and Salesforce streamlines your workflow by automating email notifications for closed opportunities. This setup not only saves time but also ensures effective communication with your customers.

By following the steps outlined above, you can easily implement this automation. Whenever an opportunity in Salesforce is marked as ‘Closed Won’, an email notification will be automatically sent through Gmail, enhancing your operational efficiency.