How to automatically create a new record in Salesforce every time a new user is added in Webflow

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

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

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

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

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

If your Salesforce 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 Salesforce account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new record in Salesforce every time a new user is added to Webflow 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.