Integrationsarrow_forwardGmail Integrationsarrow_forwardGmail + Salesforce Integrationsarrow_forward
How to automatically send a drafted email in Gmail every time a new record is added in Salesforce

How to automatically send a drafted 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 “send draft” action in Gmail for each record added in Salesforce using Relay.app.
Try it in Relay.app
Salesforce logoSalesforce > Gmail
Trigger
Last triggered
Salesforce logoRecord added
Gmail logoSend 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 “Send draft” step in Gmail

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

Click the "Add step" button, locate the “Send 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 send a drafted 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.

Learn more about
See all appsarrow_forward
Gmail integrations
Gmail
More info
Salesforce integrations
Salesforce
More info

Related blog posts

See all blog posts ➔
Tutorials

How to Send a Mail Merge from Notion

Learn how to automatically send a mail merge from Notion. Instead of sending emails one by one, you can automatically send emails for every person in a database.
Jacob Bank
Jacob Bank
Jul 10, 2024
Tutorials

How to Use AI to Automatically Draft Email Replies

Learn how to automatically use AI to draft replies to common emails.
Jacob Bank
Jacob Bank
Jun 17, 2024
Automation Ideas

8 Gmail automation ideas to save hours each week

Simplify your work and life with these superpowered gmail automations.
Jack Delaney
Jack Delaney
Feb 19, 2024

More how-to guides featuring Gmail and Salesforce

See all how-to guides ➔
Salesforce iconarrow_forwardGmail icon

Automatically send a drafted email in Gmail whenever an opportunity stage changes in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage changed” action for each Gmail “Send draft” event.
Try it
Salesforce iconarrow_forwardGmail icon

Automatically create a draft email in Gmail whenever an opportunity stage is reached in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage reached” action for each Gmail “Create draft” event.
Try it
Gmail iconarrow_forwardSalesforce icon

Create a new record in Salesforce for each sender of a newly received email in Gmail

With Relay.app's effortless connection between Gmail and Salesforce, each newly received email triggers the automatic creation of a new record in Salesforce. In this guide, we'll explore configuring Relay.app to automate record creation in Salesforce for every new email received in Gmail, empowering
Try it
Salesforce iconarrow_forwardGmail icon

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 Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “New record added” action for each Gmail “Create draft” event.
Try it
Salesforce iconarrow_forwardGmail icon

Automatically assign a label to an email in Gmail whenever an opportunity stage changes in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage changed” action for each Gmail “Add label to email” event.
Try it
Salesforce iconarrow_forwardGmail icon

Automatically send an email from Gmail whenever an opportunity stage changes in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage changed” action for each Gmail “Send email” event.
Try it
Salesforce iconarrow_forwardGmail icon

Send an email via Gmail for a newly added record in Salesforce

With Relay.app's effortless connection between Salesforce and Gmail, each newly added record in Salesforce triggers automatic email sending via Gmail. In this guide, we'll explore configuring Relay.app to automate email sending via Gmail for every new record added in Salesforce, empowering you to st
Try it
Salesforce iconarrow_forwardGmail icon

Automatically send a drafted email in Gmail whenever a specific stage is reached in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage reached” action for each Gmail “Send draft” event.
Try it
Salesforce iconarrow_forwardGmail icon

Automatically create a draft email in Gmail whenever an opportunity stage changes in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage changed” action for each Gmail “Create draft” event.
Try it
Salesforce iconarrow_forwardGmail icon

Automatically add a label to an email in Gmail when a specific stage of an opportunity is reached in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage reached” action for each Gmail “Add label to email” event.
Try it
Salesforce iconarrow_forwardGmail icon

Automatically add a label to an email in Gmail every time a new record is added in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “New record added” action for each Gmail “Add label to email” event.
Try it
Salesforce iconarrow_forwardGmail icon

Automatically send an email from Gmail whenever a specific stage is reached in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Gmail, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Opportunity stage reached” action for each Gmail “Send email” event.
Try it

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Try Relay.app for free
Background imageBackground image