Salesforce integrations in Relay.app

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

Overview

Connect Salesforce to your other apps. Coordinate across apps and keep data up-to-date where you need it, when you need it, automatically. Build your first Relay.app workflow in minutes. Check below for the Salesforce triggers and actions Relay.app supports today and just let us know if we’re missing one you need.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.
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
Actions
Record
attach_file
Attach file to record
add
Create or update record
add
Create record
delete
Delete record
search
Find record(s)
edit
Update record

Connect Salesforce to your other apps

1Password + Salesforce integrations
1Password
Automate ActiveCampaign + Salesforce
ActiveCampaign
Connect Airtable to Salesforce
Airtable
Integrate Anthropic with Salesforce
Anthropic
Sync Apify with Salesforce
Apify
Apollo + Salesforce automations
Apollo
How to use App Store + Salesforce
App Store
Asana + Salesforce integrations
Asana
Automate Ashby + Salesforce
Ashby
Connect AssemblyAI to Salesforce
AssemblyAI
Integrate Attio with Salesforce
Attio
Sync Axiom.ai with Salesforce
Axiom.ai
beehiiv + Salesforce automations
beehiiv
How to use bitly + Salesforce
bitly
Bloobirds + Salesforce integrations
Bloobirds
Automate Bluesky + Salesforce
Bluesky
Connect Box to Salesforce
Box
Integrate Brevo with Salesforce
Brevo
Sync Browse.ai with Salesforce
Browse.ai
BuildKite + Salesforce automations
BuildKite
How to use Cal.com + Salesforce
Cal.com
Calendly + Salesforce integrations
Calendly
Automate CallRail + Salesforce
CallRail
Connect Canva to Salesforce
Canva
Integrate Cartesia with Salesforce
Cartesia
Sync Chargebee with Salesforce
Chargebee
ClickSend + Salesforce automations
ClickSend
How to use ClickUp + Salesforce
ClickUp
Close + Salesforce integrations
Close
Automate Coda + Salesforce
Coda
Connect Codacy to Salesforce
Codacy
Integrate CodeScene with Salesforce
CodeScene
Sync Confluence with Salesforce
Confluence
ConvertKit + Salesforce automations
ConvertKit
How to use DeepSeek + Salesforce
DeepSeek
Deepsource + Salesforce integrations
Deepsource
Automate Dialpad + Salesforce
Dialpad
Connect Discord to Salesforce
Discord
Integrate Documint with Salesforce
Documint
Sync DocuSign with Salesforce
DocuSign
Dovetail + Salesforce automations
Dovetail
How to use Drip + Salesforce
Drip
Dropbox + Salesforce integrations
Dropbox
Automate ElevenLabs + Salesforce
ElevenLabs
Connect Facebook Lead Ads to Salesforce
Facebook Lead Ads
Integrate Fathom with Salesforce
Fathom
Sync Fathom with Salesforce
Fathom
Fibery + Salesforce automations
Fibery
How to use Figma + Salesforce
Figma
Fillout + Salesforce integrations
Fillout
Automate Fireflies.ai + Salesforce
Fireflies.ai
Connect Folk to Salesforce
Folk
Integrate Follow Up Boss with Salesforce
Follow Up Boss
Sync Freshdesk with Salesforce
Freshdesk
Front + Salesforce automations
Front
How to use GitHub + Salesforce
GitHub
Gmail + Salesforce integrations
Gmail
Automate Gmelius + Salesforce
Gmelius
Connect GoHighLevel to Salesforce
GoHighLevel
Integrate Gong with Salesforce
Gong
Sync Google Calendar with Salesforce
Google Calendar
Google Contacts + Salesforce automations
Google Contacts
How to use Google Docs + Salesforce
Google Docs
Google Drive + Salesforce integrations
Google Drive
Automate Google Forms + Salesforce
Google Forms
Connect Google Gemini to Salesforce
Google Gemini
Integrate Google Groups with Salesforce
Google Groups
Sync Google Meet with Salesforce
Google Meet
Google My Business + Salesforce automations
Google My Business
How to use Google Play Store + Salesforce
Google Play Store
Google Sheets + Salesforce integrations
Google Sheets
Automate Google Slides + Salesforce
Google Slides
Connect Google Tasks to Salesforce
Google Tasks
Integrate Granola with Salesforce
Granola
Sync Greenhouse with Salesforce
Greenhouse
Groq + Salesforce automations
Groq
How to use Gumroad + Salesforce
Gumroad
Harmonic + Salesforce integrations
Harmonic
Automate Harvest + Salesforce
Harvest
Connect Help Scout to Salesforce
Help Scout
Integrate HeyGen with Salesforce
HeyGen
Sync HubSpot with Salesforce
HubSpot
ImgBB + Salesforce automations
ImgBB
How to use Instagram + Salesforce
Instagram
Instantly + Salesforce integrations
Instantly
Automate Intercom + Salesforce
Intercom
Connect Jira to Salesforce
Jira
Integrate Jotform with Salesforce
Jotform
Sync Kit (ConvertKit) with Salesforce
Kit (ConvertKit)
LambdaTest + Salesforce automations
LambdaTest
How to use Lemlist + Salesforce
Lemlist
Lemon Squeezy + Salesforce integrations
Lemon Squeezy
Automate Lever + Salesforce
Lever
Connect Linear to Salesforce
Linear
Integrate LinearB with Salesforce
LinearB
Sync LinkedIn with Salesforce
LinkedIn
Loops + Salesforce automations
Loops
How to use Luma + Salesforce
Luma
Mailchimp + Salesforce integrations
Mailchimp
Automate MailerLite + Salesforce
MailerLite
Connect MailerSend to Salesforce
MailerSend
Integrate Mailjet with Salesforce
Mailjet
Sync Mailshake with Salesforce
Mailshake
ManyChat + Salesforce automations
ManyChat
How to use Mem + Salesforce
Mem
Microsoft Excel + Salesforce integrations
Microsoft Excel
Automate Microsoft OneDrive + Salesforce
Microsoft OneDrive
Connect Microsoft Planner to Salesforce
Microsoft Planner
Integrate Missive with Salesforce
Missive
Sync Mistral with Salesforce
Mistral
Mixpanel + Salesforce automations
Mixpanel
How to use Monday.com + Salesforce
Monday.com
New Relic + Salesforce integrations
New Relic
Automate Northflank + Salesforce
Northflank
Connect Notion to Salesforce
Notion
Integrate olostep with Salesforce
olostep
Sync OpenAI with Salesforce
OpenAI
Outlook Calendar + Salesforce automations
Outlook Calendar
How to use Outlook Contacts + Salesforce
Outlook Contacts
Outlook Mail + Salesforce integrations
Outlook Mail
Automate Paddle + Salesforce
Paddle
Connect PandaDoc to Salesforce
PandaDoc
Integrate Paperform with Salesforce
Paperform
Sync Perplexity with Salesforce
Perplexity
Pipedrive + Salesforce automations
Pipedrive
How to use Pipefy + Salesforce
Pipefy
PostHog + Salesforce integrations
PostHog
Automate Qlty + Salesforce
Qlty
Connect QuickBooks Online to Salesforce
QuickBooks Online
Integrate QuickMail with Salesforce
QuickMail
Sync Quo (OpenPhone) with Salesforce
Quo (OpenPhone)
Qwen + Salesforce automations
Qwen
How to use Railway + Salesforce
Railway
Ramp + Salesforce integrations
Ramp
Automate Reddit + Salesforce
Reddit
Connect Relay.app to Salesforce
Relay.app
Integrate Retable with Salesforce
Retable
Sync RingCentral with Salesforce
RingCentral
SalesIntel + Salesforce automations
SalesIntel
How to use ScrapingBee + Salesforce
ScrapingBee
Sharepoint + Salesforce integrations
Sharepoint
Automate ShipHero + Salesforce
ShipHero
Connect Shopify to Salesforce
Shopify
Integrate Signeasy with Salesforce
Signeasy
Sync Skyflow with Salesforce
Skyflow
Slack + Salesforce automations
Slack
How to use Smartlead.ai + Salesforce
Smartlead.ai
SmartSuite + Salesforce integrations
SmartSuite
Automate Smartwaiver + Salesforce
Smartwaiver
Connect Snowflake to Salesforce
Snowflake
Integrate Square with Salesforce
Square
Sync Stripe with Salesforce
Stripe
Supabase + Salesforce automations
Supabase
How to use Syften + Salesforce
Syften
Tally + Salesforce integrations
Tally
Automate Teams + Salesforce
Teams
Connect Telegram to Salesforce
Telegram
Integrate Tella with Salesforce
Tella
Sync The Swarm with Salesforce
The Swarm
Things + Salesforce automations
Things
How to use TickTick + Salesforce
TickTick
TidyCal + Salesforce integrations
TidyCal
Automate Tiktok + Salesforce
Tiktok
Connect Todoist to Salesforce
Todoist
Integrate Toggl with Salesforce
Toggl
Sync Trello with Salesforce
Trello
Tremendous + Salesforce automations
Tremendous
How to use Twilio + Salesforce
Twilio
Typeform + Salesforce integrations
Typeform
Automate Wave + Salesforce
Wave
Connect Webflow to Salesforce
Webflow
Integrate WhatsApp notifications with Salesforce
WhatsApp notifications
Sync WooCommerce with Salesforce
WooCommerce
WordPress (Self-Hosted) + Salesforce automations
WordPress (Self-Hosted)
How to use Wordpress.com + Salesforce
Wordpress.com
X (Twitter) + Salesforce integrations
X (Twitter)
Automate xAI + Salesforce
xAI
Connect Xero to Salesforce
Xero
Integrate Xodo Sign with Salesforce
Xodo Sign
Sync YouTube with Salesforce
YouTube
Zendesk + Salesforce automations
Zendesk
How to use Zite + Salesforce
Zite
Zoom + Salesforce integrations
Zoom
Automate Zoom Events + Salesforce
Zoom Events

Automate Salesforce in minutes with our how-to guides

See all how-to guides ➔
Create a new lead in Salesforce for each new Paddle subscriptionCreate new contacts in Outlook Contacts for new Salesforce recordsAutomatically update a Salesforce record whenever a new row is added to Google SheetsGenerate new QuickBooks Online customers from new Salesforce accountsAutomatically send a drafted email in Gmail whenever an opportunity stage changes in SalesforceCreate a new subscriber in Drip for a newly added record in SalesforceCreate new records in Salesforce for new rows added in a Coda tableAutomatically update a Salesforce record every time an envelope is signed in SigneasyAutomatically create a new record in Salesforce or update an existing one whenever a record is added in AirtableLink Salesforce records to Monday.com itemsCreate a new record in Salesforce from a new record added in AirtableAutomatically create a new record in Salesforce or update an existing one every time a form response is submitted in Google Forms Automatically create a new record in Salesforce every time there is a new submission in FilloutAdd a new row to Google Sheets for a newly added record on SalesforceAdd a new database page in Notion for a newly added record on SalesforceSend an email via Outlook for a newly added record on SalesforceAutomatically create or update a Salesforce record whenever a new row is added to Google SheetsTag ConvertKit subscribers when a new record is added in SalesforceAutomatically create or update a Salesforce record every time there is a new submission in FilloutAutomate creating new tasks in Salesforce from AsanaCreate new Salesforce leads from TypeformCreate a new lead in Salesforce for a new record added in AirtableAutomatically send Slack messages to a channel each time an opportunity reaches a new stage in SalesforceNotify the right sales reps in Slack for new leads in SalesforceCreate a new contact in Salesforce for each new Paddle subscriptionAutomatically send Slack messages to a channel when new cases are recorded in SalesforceAdd a new subscriber in Mailchimp for a newly added record on SalesforceCreate a new contact on HubSpot for a newly added record in SalesforceCreate a new contact in Mailjet for a newly added record on SalesforceCreate a new record in Salesforce for a newly added row in Google SheetsAutomatically send Slack messages to a channel when Salesforce Opportunity stages changeCreate a new Salesforce record for a new Typeform responseCreate a Salesforce record from a new database page in NotionCreate a new client on Harvest for a newly added record in SalesforceCreate a new contact in Salesforce for each transaction created in PaddleAutomatically create a draft email in Gmail whenever an opportunity stage is reached in SalesforceSync a new Salesforce record to add a row in RetableAutomatically create Apollo contacts for new Salesforce recordsAdd a new Pipedrive person for a newly added record on SalesforceCreate a new record in Salesforce for each sender of a newly received email in GmailAutomatically generate invoices in Documint based on new Salesforce recordsAutomatically create a draft email in Gmail every time a new record is added in SalesforceAutomatically assign a label to an email in Gmail whenever an opportunity stage changes in SalesforceAutomatically send an email from Gmail whenever an opportunity stage changes in SalesforceCreate a new record in Salesforce for a new customer with new payments in StripeSync a new Salesforce record to RetableAutomatically send Slack direct messages when opportunity stages in Salesforce are reachedCreate a Todoist task for a new Salesforce case recordCreate a new record in Salesforce for each respondent submitted in Webflow formCreate a Salesforce record for a new Pipedrive projectAutomatically create Google Drive folders for new Salesforce recordsAutomatically create a new Salesforce record for a new contact created in Google ContactsSend an email via Gmail for a newly added record in SalesforceCreate a new customer in Paddle for a newly added record in SalesforceCreate a new project in Linear for a newly added record on SalesforceCreate a new record in Salesforce for a newly added project on LinearCreate a new record on Salesforce for a new subscriber on MailchimpAutomatically share a presentation from Google Slides from a newly added record in SalesforceCreate a new record in Salesforce for a newly created user on HarvestCreate a new lead in Salesforce for each new Paddle customerCreate a new record in Salesforce for a newly submitted form on HubSpotAutomatically send a drafted email in Gmail whenever a specific stage is reached in SalesforceCreate a new Todoist project for a new Salesforce recordSend a Signeasy envelope to sign for a newly added record in SalesforceAutomatically create a Salesforce record for each new Jotform respondentAutomatically create a new record in Salesforce every time a new user is added in WebflowCreate a new record in Salesforce for a newly received Outlook email Automatically create a draft email in Gmail whenever an opportunity stage changes in SalesforceCreate a new record in Salesforce when a new record is added in SmartSuiteSync new Salesforce records with Airtable.Create a new Salesforce record for each Todoist taskAutomatically send a drafted email in Gmail every time a new record is added in SalesforceCreate a new Webflow user for a new Salesforce recordCreate a Front contact for a new Salesforce recordCreate a new Salesforce record for a new Apollo contactAutomatically add a label to an email in Gmail when a specific stage of an opportunity is reached in SalesforceAutomatically add a label to an email in Gmail every time a new record is added in SalesforceCreate a new customer in Stripe for a newly added record in SalesforceSync new Salesforce records to CodaCreate a Salesforce record for each new Chargebee subscriptionCreate a new record in Salesforce for each respondent of a Google FormAutomatically create a new Salesforce record every time an envelope is signed in SigneasyCreate new rows in a Coda table for new stages reached in SalesforceAutomatically send an email from Gmail whenever a specific stage is reached in SalesforceAdd a new card in Trello for a newly added record in SalesforceCreate a new Salesforce contact from a new project in Todoist

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool with deep integrations and rich workflow features. If you have a workflow that requires input from a teammate—like making a decision that requires human judgment, reviewing the output of an AI model, or approving a next step—Relay.app is the platform for you. Beyond its features, Relay.app’s user-friendly experience makes it an excellent tool for anyone on your team to pick up.

    Learn more about Relay.app's features.

  • How do I connect Salesforce to Relay.app?

    1. Create a free Relay.app account.
    2. Set up a trigger, which is what will start each workflow run.
    3. Choose one or more actions to run as part of your workflow.
    4. Connect and authorize Salesforce and any other apps you want to automate.
    5. Turn on your workflow, and start getting your repetitive tasks done without lifting another finger.

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Make.com alternative for automating Salesforce?

    Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to automate Salesforce that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.

    For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.

    Of course we're biased, but we believe Relay.app is the best way to automate Salesforce—give it a try and let us know what you think.

See why people love Relay.app

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Salama💯
@SalamaErgossum
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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!

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Marco Elizalde
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@marcoETmx
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I discovered @relay and it is incredible

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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.

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Lucas Grey
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@ImLucasGrey
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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.

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Rafa
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@rafanocode
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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
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Duke Dao
@dummy_coder
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.@relay is just straight out awesome. Give it a try

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Benjamin Borowski👨‍🚒
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@typeoneerror
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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.

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

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Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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@ZikiDoesNotion
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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

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

What will you automate?

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