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

Photo of Salama💯
Salama💯
@SalamaErgossum
X logo

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!

Photo of Marco Elizalde
Marco Elizalde
Twitter verified logo
@marcoETmx
X logo

I discovered @relay and it is incredible

Photo of Peter Jauhal
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.

Photo of Lucas Grey
Lucas Grey
Twitter verified logo
@ImLucasGrey
X logo

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.

Photo of Rafa
Rafa
Twitter verified logo
@rafanocode
X logo

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
Photo of Duke Dao
Duke Dao
@dummy_coder
X logo

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

Photo of Benjamin Borowski👨‍🚒
Benjamin Borowski👨‍🚒
Twitter verified logo
@typeoneerror
X logo

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.

Photo of Notion Coach
Notion Coach
Twitter verified logo
@NotionCoach
X logo

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

Photo of Maayan
Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Photo of Eva (Ziki) Zivanovic
Eva (Ziki) Zivanovic
Twitter verified logo
@ZikiDoesNotion
X logo

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?

Sign up and get started with your first Relay.app workflow today.
Background imageBackground image