Automate your Salesforce workflows

Build your first playbook today and start automating your Salesforce workflows in minutes.

Integrate Salesforce with...

AffinityAirtableAsanaCalendlyCallRailChargebee
ApolloApp StoreAshbyConfluenceFireflies.aiGitHubGmailGoogle CalendarGoogle DocsGoogle DriveGoogle FormsGoogle GroupsGoogle Play StoreGoogle SheetsGoogle SlidesGoogle TasksGreenhouseHelpScoutHubSpotIntercomJiraLeverLinearNotionOpenAIPipedriveRelayReply.ioSlackTallyTempoTrelloTremendousTypeformWebflowZendeskZoom

Integrations

add_task

Case created

offline_bolt
Trigger
edit_square

Opportunity stage changed

offline_bolt
Trigger
edit_square

Opportunity stage reached

offline_bolt
Trigger
person_add

Add contact to campaign

auto_fix
Automation
person_add

Add lead to campaign

auto_fix
Automation
attachment

Attach file to opportunity

auto_fix
Automation
new_window

Create opportunity

auto_fix
Automation
person

Get or Create Lead

auto_fix
Automation
call

Log a Call

auto_fix
Automation
calendar_add_on

New Event

auto_fix
Automation
edit_square

Update account

auto_fix
Automation
edit_square

Update case

auto_fix
Automation
edit_square

Update opportunity

auto_fix
Automation

About Salesforce

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 get started?

Sign up now and get started with your first Salesforce playbook today
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