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Dovetail + Salesforce Integrations

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Connect Dovetail to Salesforce
Example workflows
Inspirational workflows
Triggers and actions
Dovetail + your other apps
Salesforce + your other apps
FAQ

Dovetail + Salesforce integrations

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Overview

Connect Dovetail to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dovetail, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Dovetail and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Dovetail + Salesforce workflows

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Automatically create note in Dovetail for each opportunity stage reached in Salesforce

Try it

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Update note automatically in Dovetail for each opportunity stage changed in Salesforce

Try it

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Delete note automatically in Dovetail for each record added in Salesforce

Try it

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Update note automatically in Dovetail for each opportunity stage reached in Salesforce

Try it

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Delete note automatically in Dovetail for each opportunity stage reached in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Relay.app workflow screenshot: Summarize RSS Feed

Automatic Resume Parsing

Relay.app workflow screenshot: Automatic Resume Parsing

Dovetail Triggers

No Dovetail triggers yet

Request trigger

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Dovetail Actions

Contact

add

Create contact

Insight

add

Create insight

Find insight(s)

edit

Update insight

Note

add

Create note

Find note(s)

edit

Update note

Other

delete

Delete insight

delete

Delete note

Create your own Salesforce + Dovetail integration

Select a trigger in Salesforce

Select an action in Dovetail

Create your workflow

Connect Dovetail to your other apps

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Dovetail to Salesforce with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Dovetail or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Dovetail and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Dovetail to Salesforce?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Dovetail and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Dovetail + Salesforce integrations

Example Dovetail + Salesforce workflows

Automatically create note in Dovetail for each opportunity stage reached in Salesforce

Update note automatically in Dovetail for each opportunity stage changed in Salesforce

Delete note automatically in Dovetail for each record added in Salesforce

Update note automatically in Dovetail for each opportunity stage reached in Salesforce

Delete note automatically in Dovetail for each opportunity stage reached in Salesforce

Inspirational workflows

Summarize RSS Feed

Automatic Resume Parsing

Create your own Salesforce + Dovetail integration

Connect Dovetail to your other apps

Or connect Salesforce to your other apps

FAQ

What is Relay.app?

How do I connect Dovetail to Salesforce with Relay.app?

Is Relay.app a Zapier alternative for connecting Dovetail to Salesforce?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?