How to create a new record in Salesforce for each sender of a newly received email in Gmail

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

To set up this playbook, click "Add trigger" and then select "Email received" under Gmail. Then, select the necessary details. This will allow your playbook to automatically detect the newly received email in Gmail and initiate necessary actions.

If this is your first time using a Gmail 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 record in Salesforce when a new email has been received on Gmail.

Click the "Add step" button, then locate the "Create record" 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 record in Salesforce. Once turned on, it will respond to each newly received email in Gmail by creating a new record 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.