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How to automatically create a draft email in Gmail every time a new record is added in Salesforce

How to automatically create a draft email in Gmail every time a new record is added in Salesforce

Relay.app is an automation tool that lets you automate actions across Gmail, Salesforce, and many other apps. In this guide, we'll show you how to automatically run the “create draft” action in Gmail for each record added in Salesforce using Relay.app.
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Trigger
Last triggered
Salesforce logoRecord added
Gmail logoCreate draft
1

Set the Salesforce trigger as “New record added”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Salesforce trigger to initiate your playbook's actions every time a new record is added. Click "Add trigger" in your playbook and choose "New record added" from the dropdown menu under Salesforce.

If you still need to connect your Salesforce account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Create draft” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft email in Gmail every time a new record is added in Salesforce.

Click the "Add step" button, locate the “Create draft” automation for Gmail, and input the mandatory and relevant details.

If your Gmail account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft email in Gmail every time a new record is added in Salesforce without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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