- How to automatically send a drafted email in Gmail every time a new record is added in Salesforce
- 1. Set the Salesforce trigger as “New record added”
- 2. Add the “Send draft” step in Gmail
- 3. Activate your playbook
- Learn more about integrating with Gmail and Salesforce
- Related blog posts
- More how-to guides featuring Gmail and Salesforce
How to automatically send a drafted email in Gmail every time a new record is added in Salesforce
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.
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.
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.