How to automatically create or update a Salesforce record whenever a new row is added to Google Sheets

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

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

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

Integrate Salesforce automation into your workflow to automatically create or update a Salesforce record whenever a new row is added to Google Sheets.

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 automatically creates or updates a Salesforce record whenever a new row is added to Google Sheets 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.