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How to automatically update a record in Attio every time an email is received in Gmail

How to automatically update a record in Attio every time an email is received in Gmail

Relay.app is an automation tool that lets you automate actions across Gmail, Attio, and many other apps. In this guide, we'll show you how to automatically run the “update record” action in Attio for each email received in Gmail using Relay.app.
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Gmail logoGmail > Attio
Trigger
Last triggered
Gmail logoEmail received
Attio logoUpdate record
1

Set the Gmail trigger as “Email received”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Gmail trigger to initiate your playbook's actions whenever an email is received. Click "Add trigger" in your playbook and choose "Email received" from the dropdown menu under Gmail.

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

2

Add the “Find record(s)” and “Update record” step in Attio

Integrate the Attio automation into your playbook to ensure the prompt update of a record in Attio every time an email is received in Gmail.

Click the "Add step" button, then locate the “Find record(s)” and “Update record” automation for Attio and input the mandatory and relevant details.

If your Attio 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 Attio account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a record in Attio every time an email is received in Gmail 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.

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