Salesforce integrations

Relay makes it easy to integrate Salesforce with other apps to automate workflows for yourself and your team. Build your first playbook today and start automating your Salesforce workflows in minutes.

Salesforce triggers and automations

add
Case record created
Trigger
edit_square
Opportunity stage changed
Trigger
edit_square
Opportunity stage reached
Trigger
person_add
Add contact to campaign
Automation
add
Add lead to campaign
Automation
attach_file
Attach file to opportunity
Automation
calendar_add_on
Create event
Automation
add
Create opportunity
Automation
add
Create record
Automation
person
Get or create contact
Automation
person
Get or create lead
Automation
call
Log call
Automation
edit
Update account record
Automation
edit
Update case record
Automation
edit
Update opportunity record
Automation
edit
Update record
Automation

Do more with Salesforce and Relay

Salesforce is a widely used Customer Relationship Management (CRM) software that helps businesses manage their sales, marketing, and customer support activities. With its robust features and extensive customization options, Salesforce has become the go-to solution for many organizations.

Automate lead generation

By integrating Salesforce with Relay, you can streamline your lead generation process. Automatically capture leads from various sources, such as website forms or social media, and push them directly into Salesforce. Use Relay's Double check automations to ensure that the lead data is accurate and complete before being added to your CRM.

Enhance customer service

Improve your customer service by integrating Salesforce with Relay. Automatically create support tickets from customer inquiries received through email or chat. Use AI Autofill to generate personalized responses and suggestions for customer care agents, based on past interactions.

Automate sales reporting

Simplify your sales reporting by integrating Salesforce with Relay. Automatically generate sales reports and dashboards that provide real-time insights into your team's performance. Use Relay's AI Autofill feature to populate the reports with relevant data, eliminating manual data entry and saving time.

Ready to simplify and automate your workflows? Sign up for a free trial of Relay today and experience the power of seamless collaboration between Salesforce, AI models, and humans.

Ready to use Salesforce in Relay?

Sign up now and get started with your first playbook today