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Folk + Salesforce Integrations

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

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

Check below for example workflows using Folk 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 Folk + Salesforce workflows

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Automatically create record in Salesforce for each person created in Folk

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Create person automatically in Folk for each opportunity stage reached in Salesforce

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Update record automatically in Salesforce for each person updated in Folk

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Automatically update person in Folk for each opportunity stage changed in Salesforce

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Attach file to record automatically in Salesforce for each company created in Folk

Try it

Folk Triggers

Company

domain_add

Company created

domain

Company updated

Deal

add_circle

Deal created

edit

Deal updated

Note

note_add

Note created

edit_note

Note updated

Person

person_add

Person created

person

Person updated

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

Folk Actions

Company

add

Create company

Find company(ies)

edit

Update company

Deal

add

Create deal

List deals in group

edit

Update deal

Note

add_notes

Create note for company

add_notes

Create note for person

Find note(s)

edit

Update note

Person

add

Create person

Find person / people

edit

Update person

Create your own Folk + Salesforce integration

Select a trigger in Folk

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Folk

Select a trigger in Salesforce

Select an action in Folk

Create your workflow

Connect Folk to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
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 Folk to Salesforce with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Folk or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Folk 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 Folk 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 Folk 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.