Google Chat and Salesforce automations

Ready-made scenarios where Google Chat and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

137 scenarios

New deals announced to your team
New Salesforce tasks ping you in Google Chat
CRM contacts pushed into ad audiences
Salesforce people feed your Google Chat audiences
Ad leads delivered to your messenger
Push Salesforce leads into Google Chat audiences
CRM changes announced in your messenger
Completed Salesforce tasks — posted to Google Chat
Contacts from Salesforce into Google Chat audiences
New Salesforce contacts — into Google Chat audiences
A booked meeting — a CRM task and a reminder
Email validation for new CRM contacts
Incident alerts — to everyone, everywhere at once
Unassigned support tickets — as a list in Google Chat
Validating new contacts for dead addresses
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
High-priority tickets alert every channel at once
Support tickets — as a thread in your team chat
Instant alerts for urgent events from your apps
New deals routed automatically — to the team, table, and slides
Auto-cleanup of old files in cloud storage — with notifications
A weekly leads-and-deals report — to your messenger
A landing-page lead — into CRM, a task and chat at once
Which channel brings deals — a per-source breakdown in Google Chat
Urgent tasks that don't stall
Meeting notes turned into tasks and a summary
New bugs — straight to the right team
Automatic bug triage: priority, ticket, team alert
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Early churn-risk detection from Zendesk tickets
A morning task plan from Salesforce to Google Chat
Onboarding a hire from a form: chats, a task and access
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
Incoming messages routed to the right team
Tickets prioritized by importance, tasks created for you
Pre-release readiness checks — on autopilot
A morning briefing of today's tasks in your chat
An idea from your notes into a ready plan to approve
Cold deals close themselves — and bring back feedback
Instant calling and booking of new ad leads
Bug reports turned into proper tickets
Site status alerts with a screenshot — to your messenger
Stalled deals bring themselves back to life
Data-load failure monitoring with tasks and alerts
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Urgent tickets become tasks and an instant team alert
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Smart lead routing to reps — instant, with no manual assignment
Contract renewal reminders: an email to the client, a task for the rep
Daily scenario backups to a code store
New-issue triage: task, notification, reply to the author, and a logged row
A support ticket digest — every morning
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
Critical bugs from testing escalated straight to tickets and engineering chat
Capture and route leads from every channel
Post drafts from your meetings — automatically
Release notes, a QA task and team alerts — straight from a version tag
Meeting attendance: a log, the late list and a summary in your chat
A daily access check: two-factor and stale keys
Stock sentiment from social media — into tasks and alerts
Client renewal reminders — ahead of time
Error-log watch with automatic tickets
Automatic follow-ups on stalled deals
A daily numbers summary — to chat and email
A client deck built from a call recording — automatically
Twice-daily double backup of your scenarios
Failed-login detection with tickets and alerts
Re-engage stalled leads with a ready-made email
A daily launch digest — with a task for each notable one
Collect client reviews and summarize them to chat automatically
Jira epic health tracking with risk alerts
Release notes from closed tasks — into oneC and Google Chat on their own
Ticket triage and escalation with response-time control
Onboarding task quality checks, automatic and scored
Cross-tool task dependencies, reconciled every night
Turn website chat into qualified leads in your CRM
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
A daily backup of your scenarios — to Salesforce
Weekly documentation and backup of your scenarios
Client onboarding after a won deal
A summary of support tickets — topics and customer mood
Re-engaging quiet clients — weekly, without manual tracking
Catch churning customers early: record updated, task created, team alerted
Incident response — ticket, alert, and report in seconds
Tasks and a recap email after a meeting — from one yes
Scenario backups to a repo via pull request