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How to automatically send a drafted email in Gmail whenever a specific stage is reached in Salesforce

How to 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 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 opportunity stage reached in Salesforce using Relay.app.
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Salesforce logoSalesforce > Gmail
Trigger
Last triggered
Salesforce logoOpportunity stage reached
Gmail logoSend draft
1

Set the Salesforce trigger as “Opportunity stage reached”

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 whenever a specific stage is reached. Click "Add trigger" in your playbook and choose "Opportunity stage reached" 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 whenever a specific stage is reached 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 whenever a specific stage is reached in Salesforce without 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.

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