How to automatically create a draft email in Gmail whenever an opportunity stage is reached in Salesforce

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 whenever an opportunity stage is reached. Click "Add trigger" in your playbook and choose "Opportunity stage reached" 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.

Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft email in Gmail whenever an opportunity stage is reached 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.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft email in Gmail whenever an opportunity stage is reached 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.