In Gmail on the web, Gemini might detect that you received a message from a potential customer. When you open the message, below the subject you see a suggested prompt that starts an AI-powered workflow to help you save the lead’s contact information and research their company. During Alpha, this feature is only available in English.
Tip: To save lead details to your CRM, install the Salesforce for Gemini extension. You need to have a Salesforce account to use this extension.
- Have Gemini save a lead’s contact information to Sheets
- Have Gemini save a lead’s contact information to Salesforce
- Have Gemini research a lead’s company
- FAQ
Have Gemini save a lead’s contact information to Sheets
- When you see the prompt suggestion Take action on this sales inquiry on an open message, click it. The Gemini side panel opens and Gemini generates a sales brief based on the message.
- Click Track this lead in Sheets.
- (Optional) Edit the spreadsheet name and location.
- Click Create sheet. If you get an error, learn more about how to troubleshoot.
Automate for future messages from leads
You can set up an automation so that when Gemini detects messages from potential customers, it automatically saves their contact information to the spreadsheet you just created.
- After you create the spreadsheet, click Automate for future sales inquiries.
- Click Automate.
To edit, turn off, or delete an automation, you can click Workflows at the top of a Google Workspace app. Learn more about how to manage and troubleshoot automations.
Have Gemini save a lead’s contact information to Salesforce
To save lead details from a message to your CRM, install the Salesforce for Gemini add-on from the Google Workspace Marketplace.
- When you see the prompt suggestion Take action on this sales inquiry on an open message, click it. The Gemini side panel opens and Gemini generates a sales brief based on the message.
- Click Track this lead in Salesforce.
- (Optional) Edit the contact information.
- Add information for any required custom fields.
- Click Create lead.
Tip: You can ask Gemini directly for information from Salesforce, to create a lead, to export a message to Salesforce, and more. For details, go to Use Salesforce with Gemini for Google Workspace.
Have Gemini research a lead’s company
- When you see the prompt suggestion Take action on this sales inquiry on an open message, click it. The Gemini side panel opens and Gemini generates a sales brief based on the message.
- Click Research this company. Gemini generates the research. Then you can have Gemini save that to a document in Drive.
- (Optional) To edit the name of the document and its location, click Edit task.
- Click Create document.
Automate for future messages from leads
You can set up an automation so that when Gemini detects messages from potential customers, it automatically researches their company, saves it as a new Google Docs document, and adds a row to a tracking spreadsheet.
- After you create the document, click Automate for future sales inquiries.
- (Optional) To edit the name of the spreadsheet and its location, click Edit task.
- Click Automate.
To edit, turn off, or delete an automation, you can click Workflows at the top of a Google Workspace app. Learn more about how to manage and troubleshoot automations.
FAQ
Why do I see only some of the options described on this page?Some options, like create a lead, are only available on the first message from a potential customer. Other options, like export this email, are only available after Gemini detects that you engaged with the lead.
This suggested prompt shows up only in Gmail on the web, not Gmail mobile apps.
If you don’t see the “Take action on this sales inquiry” suggested prompt on a message with a sales lead, you can provide feedback:
- In Gmail, at the top click Support
Send feedback to Google.
- Follow the on-screen instructions to enter your feedback.
If you have more than one Salesforce account and want to link a different one:
- Go to https://myaccount.google.com/security.
- In the Your connections to third-party app & services card, click See all connections.
- Click Salesforce > Delete all connections you have with Salesforce and confirm.
- In Salesforce, sign in to the Salesforce account that you want to use.
- In Gemini for Gmail, enter Help me use the Salesforce extension to trigger the account linking flow.
- Follow the instructions to link your accounts.
- In Gmail, at the top click Support
- Follow the on-screen instructions to enter your feedback.