Email (Custom) and Salesforce CPQ integrations and automations

Seamlessly connect Email (Custom) and Salesforce CPQ. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Email (Custom)
  • New email
    Trigger when a new email arrives (unseen)

    • Any other trigger you can think up

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

Actions

Do this…

Email (Custom)
  • Delete email
    Delete an email using IMAP
  • List mailboxes
    List mailboxes using IMAP
  • Mark email as read
    Mark email as read using IMAP
  • Retrieve emails
    Retrieve emails using IMAP
  • Send email
    Send an email using SMTP
  • Send email with attachment
    Send an email with attachment using SMTP

    • Any other action you can think up

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo