How to create new contacts in Outlook Contacts for new Salesforce records

Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook Contacts, and many other apps. In this guide, we'll show you how to automatically run the “get or create contact” action in Outlook Contacts for each record added in Salesforce using Relay.app.
Salesforce logoSalesforce > Outlook Contacts
Trigger
Last triggered
Salesforce logoRecord added
Outlook Contacts logoGet or create contact
1

Create your playbook and set the Salesforce trigger as "New record added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under Salesforce. Then, select the necessary Salesforce object. This will allow your playbook to automatically detect the newly added record in Salesforce and initiate necessary actions.

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

2

Add the "Get or create contact" in Outlook Contacts automation

Integrate the Outlook Contacts automation into your playbook to ensure the prompt creation of a new contact in Outlook Contacts when a new record is added in Salesforce.

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

If your Outlook Contacts 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 Outlook Contacts account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new contact in Outlook Contacts. Once turned on, it will respond to each new record added in Salesforce by creating a new contact in Outlook Contacts 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.

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