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CallRail + Salesforce Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between CallRail and Salesforce, enabling you to effortlessly connect the two apps.

Example CallRail + Salesforce integrations

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Automatically create record in Salesforce for each new inbound call in CallRail

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Update record automatically in Salesforce for each new outbound call in CallRail

Create your own CallRail + Salesforce integration

Connect CallRail to Salesforce

Select a trigger in CallRail
Select an action in Salesforce
Create your workflow

Do more with CallRail and Salesforce in Relay.app

Relay makes it easy to integrate Salesforce and CallRail, enabling seamless collaboration and automation between the two powerful apps. By combining the features of these platforms, users can unlock a wide range of possibilities to streamline their workflows and enhance their business processes.

Double Check Automations for Personalized Communication

With Relay, you can create automations that involve both Salesforce and CallRail. For example, when a new lead is created in Salesforce, you can double-check the automation to personalize the follow-up email sent through CallRail. This ensures that each communication feels customized and tailored to the recipient, increasing the chances of converting leads into customers.

AI Autofill for Contextualized Interactions

Another use case is leveraging AI Autofill with Salesforce and CallRail. By integrating AI tools like GPT into your workflows, you can have the AI model generate personalized suggestions or automate data entry in CallRail based on the information available in Salesforce. This saves time and reduces the chances of manual errors, allowing your team to focus on higher-value tasks.

Try Relay for free today and experience the power of seamless integration and collaboration between Salesforce, CallRail, and many other SaaS applications. Get started now and optimize your workflows for maximum efficiency and effectiveness.

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