Salesforce + SMTP Integration

Integrate Salesforce to SMTP in one click, or tell Integrately AI how you want each lead handled. Send targeted email campaigns, notify teams, update your CRM, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • SMTP
    Send email in SMTP

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Salesforce + SMTP Integration

Send emails for new leads, trigger messages for updated cases, route contacts, and notify teams, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + SMTP Integration

Send SMTP email for new Salesforce record

Automatically sending a SMTP email whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - SMTP integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a SMTP email for every new Salesforce record is an essential way to stay on top of your work.
See more
Salesforce + SMTP Integration

Send SMTP email for new Salesforce task

With this Salesforce - SMTP integration, whenever a new task is created in Salesforce, email will be sent via SMTP. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
See more
Salesforce + SMTP Integration

Send SMTP email for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending SMTP email ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - SMTP integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
See more
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + SMTP flow

Sync your email campaigns with customer data, internal alerts, and scheduling tools to manage the complete sales pipeline. Pick a combination and activate it in one click.

Salesforce
SMTP
+
HubspotHubspot (6)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
ZendeskZendesk (3)
S
S
H
When a lead is created in Salesforce, send an email via SMTP and create a contact in HubSpot.
New Salesforce leads immediately trigger an outbound email via SMTP and generate a corresponding contact in HubSpot without manual data entry.
S
S
H
When a contact is updated in Salesforce, send a notification via SMTP and update the contact in HubSpot.
Keep your email communications and CRM records aligned whenever contact details change in Salesforce.
S
S
H
When an opportunity is created in Salesforce, send a proposal via SMTP and create a deal in HubSpot.
New business opportunities trigger instant proposal delivery via SMTP and pipeline tracking in HubSpot.
S
S
H
When a case is created in Salesforce, send an acknowledgment via SMTP and create a support ticket in HubSpot.
Support inquiries received in Salesforce automatically dispatch an email acknowledgment via SMTP and log a ticket in HubSpot.
S
S
H
Use Claude to summarise every new Salesforce lead, send the brief via SMTP, and update the contact in HubSpot.
AI analyses new Salesforce leads, formats a summary email sent via SMTP, and updates HubSpot records.
S
S
S
When an account is created in Salesforce, send a welcome packet via SMTP, create a HubSpot company, and notify Slack.
New enterprise accounts trigger welcome packets via SMTP, HubSpot company creation, and Slack team alerts.

Supported triggers and actions for Salesforce and SMTP

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it →
Record is created in Salesforce
Triggers the automation when a new record is created
Try it →
Record is updated in Salesforce
Triggers the automation when any record is updated
Try it →
Lead is created in Salesforce
Triggers the automation when a new lead is created
Try it →
Lead is updated in Salesforce
Triggers the automation when the lead information is updated
Try it →
Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Task is created in Salesforce
Triggers the automation when a new task is created
Try it →
Task is updated in Salesforce
Triggers the automation when any task is updated
Try it →
Contact is updated in Salesforce
Triggers the automation when a contact is updated
Try it →
Contact is created in Salesforce
Triggers the automation when a new contact is created
Try it →
Account is created in Salesforce
Triggers the automation when a new account is created
Try it →
Account is updated in Salesforce
Triggers the automation when an account is updated
Try it →
Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it →
Case is created in Salesforce
Triggers the automation when a new case is created
Try it →
Case is updated in Salesforce
Triggers the automation when any case is updated
Try it →
Quote is created in Salesforce
Triggers the automation when a new quote is created
Try it →
Quote is updated in Salesforce
Triggers the automation when any quote is updated
Try it →
Get records by ID in Salesforce
Retrieves a record based on its id
Try it →
Create record in Salesforce
Generates a new record
Try it →
Search record using query in Salesforce
Searches for a record using the query provided by the user
Try it →
Update record in Salesforce
Updates a record with new information
Try it →
Search record in Salesforce
Searches for a record within a given database
Try it →
Create lead in Salesforce
Generates new leads for potential customers
Try it →
Update lead in Salesforce
Updates the lead information
Try it →
Search lead in Salesforce
Retrieves information for a particular lead
Try it →
Create contact in Salesforce
Adds a new contact to the database
Try it →
Update contact in Salesforce
Updates contact information with new details
Try it →
Search contact in Salesforce
Finds and retrieves contact information
Try it →
Create opportunity in Salesforce
Creates a new instance of the support system
Try it →
Update opportunity in Salesforce
Updates the opportunity details as needed
Try it →
Search opportunity in Salesforce
Searches for a opportunity
Try it →
Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
Try it →
Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Create account in Salesforce
Generates a new account
Try it →
Search account in Salesforce
Searches for account information
Try it →
Update account in Salesforce
Updates account information
Try it →
Create task in Salesforce
Creates a new task
Try it →
Update task in Salesforce
Updates the task with new information or changes
Try it →
Search task in Salesforce
Searches for a task
Try it →
Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
Try it →
Create case in Salesforce
Generates a new case entry
Try it →
Update case in Salesforce
Updates case details based on new information received
Try it →
Search case in Salesforce
Searches for a case record
Try it →
Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Try it →
Search quote in Salesforce
Searches for a quote
Try it →
SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
Try it →

What can you automate with Salesforce + SMTP?

Streamline your communication and data management by connecting Salesforce events directly to SMTP email delivery.

What you can automate?
✉️
Send emails automatically for every new lead
Trigger instant welcome emails through SMTP the moment a new lead is created in Salesforce. Engage prospects immediately without manual sending.
📋
Capture every submitted field in your emails
Map all available Salesforce contact and lead attributes into your outgoing SMTP messages instead of just basic names. Your email templates become fully personalized.
🔔
Alert team members as soon as events occur
Notify internal stakeholders via email or messaging tools the instant an important Salesforce opportunity or account is created. Keep your team aligned in real time.
🔀
Route communications based on submitted criteria
Send different email templates through SMTP depending on the tier, status, or value submitted in your Salesforce records. Tailor every outbound message automatically.
🔄
Keep records updated as details change
Update contact information and trigger follow-up emails whenever a Salesforce record is modified. Prevent outdated customer communication.
🔍
Search and update instead of creating duplicates
Check existing records in your CRM before creating new entries, ensuring clean data management alongside your automated email dispatches.
💰
Handle later status changes and receipts
Send transaction receipts and payment confirmations via SMTP when Salesforce opportunities are marked won or quotes are generated.
🌐
Extend your workflow to popular supporting apps
Connect your Salesforce and SMTP flow with tools like Slack or HubSpot to notify teams and sync CRM records in a single multi-step automation.
And much more...

Who is Salesforce + SMTP integration for?

Connecting Salesforce to SMTP helps revenue teams, marketers, and support managers automate email delivery and streamline customer communication without manual data entry.

Performance marketers
Performance marketers
Support managers
Support managers
Account managers
Account managers
Operations leads
Operations leads
Sales reps
Sales reps
Compliance officers
Compliance officers
📈
Performance marketers
You're running multi-channel campaigns but your email reports only update when someone manually exports lead lists, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead triggers automated emails instantly and your communication stays current.
Support managers
You need to acknowledge customer inquiries immediately, but manual email dispatches mean tickets sit unattended during peak hours — automating both apps means every new case triggers an instant response and your service SLAs are consistently met.
🤝
Account managers
You answer to clients who expect prompt proposal delivery and status updates, but manual compilation delays outbound messages — connecting these apps means every Salesforce opportunity triggers instant document delivery and your clients stay informed.
📊
Operations leads
The volume of new records entering your CRM is too high for anyone to keep up with by hand, leading to missed follow-ups and uncontacted prospects — this integration means every new submission triggers automated email delivery without manual overhead.
💼
Sales reps
You own the next step in the sales cycle and depend on upstream handovers to initiate outreach, but delayed notifications stall your pipeline — automating both apps means every lead creation triggers immediate email sequences and your outreach starts right away.
🛡️
Compliance officers
You need a reliable audit history of all outbound customer communications, but manual tracking leaves significant gaps in your records — connecting these apps means every sent email is logged accurately and your compliance tracking remains watertight.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce + SMTP

Build and manage your Salesforce + SMTP automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + SMTP with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Salesforce to SMTP?
Frequently Asked Questions
You can connect Salesforce to SMTP in 1-click using ready-made templates on Integrately. You can also ask Integrately AI to build the automation and connect with tools like Slack, HubSpot, and 1,500+ other apps.
Can I automatically send an email via SMTP when a new lead is created in Salesforce?
Frequently Asked Questions
Can I connect Salesforce, SMTP, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and SMTP?
Frequently Asked Questions
How does Salesforce handle lead data during automation?
Frequently Asked Questions
How does SMTP deliver emails in these workflows?
Frequently Asked Questions
Can I automate Salesforce and SMTP without coding?
Frequently Asked Questions
Is the Salesforce and SMTP integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Salesforce or SMTP With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
SMTP
Popular SMTP Integrations
Sync SMTP with marketing, analytics, and workflow automation tools to keep data working across your stack.
See All
SMTP Integrations arrow right
No popular apps found