AI-native automation
Automate work across
Gmail and 
Salesforcewith Caddi AI Agents.
Automate anything you do across Gmail, Salesforce, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Gmail and Salesforce
Connect Gmail to Caddi
Allow1Sign in to Gmail
One click with your own Gmail login. No API keys.
Connect Salesforce to Caddi
Allow2Sign in to Salesforce
The same click again. Both tools are connected.
Create Salesforce leads from inbound Gmail.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Gmail and Salesforce together
- 01
Create Salesforce leads from inbound Gmail.
Caddi watches a Gmail label or inbox, extracts the inquiry's contact and qualifying details, and creates a Salesforce lead routed to the right SDR.
- 02
Log Gmail replies on Salesforce records.
Every email reply against a deal lands as an activity on the matching Salesforce contact and opportunity, no Bcc-to-CRM gymnastics needed.
- 03
Send Salesforce-personalized emails from Gmail.
When a Salesforce field changes — owner, stage, renewal date — Caddi drafts the right Gmail follow-up using the owner's signature and personalization tokens.
Actions Caddi can take across Gmail and Salesforce
- Gmail
New email
Triggers when a new email arrives in your inbox.
- Gmail
New email matching search
Triggers on new emails matching a Gmail search query.
- Gmail
New label applied
Triggers when a new label is applied to a message.
- Gmail
Send email
Send a new email from your Gmail account.
- Gmail
Reply to email
Reply to an existing email thread.
- Gmail
Send email with attachments
Send an email with one or more attached files.
- Gmail
Apply label
Add a label to a message or move it between folders.
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
Common questions
How does Caddi connect Gmail and Salesforce?
Gmail and Salesforce just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Gmail and Salesforce end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Gmail and Salesforce to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Gmail + Salesforce loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Gmail and Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against Gmail, Salesforce, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.