How to automatically create a new record in Salesforce or update an existing one whenever a record is added in Airtable

A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.

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

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

Integrate Salesforce automation into your workflow to automatically create a new record in Salesforce or update an existing one whenever a record is added in Airtable.

Click the "Add step" button, locate the "Create or update 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 the playbook is the last step in the process. Once you turn it on, it will automatically create a new record in Salesforce or update an existing one whenever a record is added in Airtable 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.