How to create a new lead in Salesforce for a new record added in Airtable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New record added" under Airtable. Then, select the table. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.

If this is your first time using an Airtable integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Salesforce automation into your playbook to ensure the prompt creation of a new lead for each new record added in Airtable.

Click the "Add step" button, then locate the "Get or create lead" automation for Salesforce and input the mandatory and relevant details.

If your Salesforce account isn't already 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 your playbook is the final step to automate the creation of a new lead in Salesforce. Once turned on, it will respond to each new record added in Airtable by creating a new lead in Salesforce without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.