Connect Gmail to Salesforce

Modify email labels

Adds and/or removes specified Gmail labels for a message; ensure `message_id` and all `label_ids` are valid (use 'listLabels' for custom label IDs).

Batch delete Gmail messages

Tool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRAS...

Batch modify Gmail messages

Modify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLim...

Create email draft

Creates a Gmail email draft. While all fields are optional per the Gmail API, practical validation requires at least one of recipient_email, cc, or bcc and at least one of subject or body. Supports To/Cc/Bcc recipients, subject, plain/HT...

Create Gmail filter

Tool to create a new Gmail filter with specified criteria and actions. Use when the user wants to automatically organize incoming messages based on sender, subject, size, or other criteria. Note: you can only create a maximum of 1,000 fi...

Create label

Creates a new label with a unique name in the specified user's Gmail account. Returns a labelId (e.g., 'Label_123') required for downstream tools like GMAIL_ADD_LABEL_TO_EMAIL, GMAIL_BATCH_MODIFY_MESSAGES, and GMAIL_MODIFY_THREAD_LABELS...

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.