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Salesforce + Integrations provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and, enabling you to effortlessly connect the two apps.

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Automatically create record in Salesforce for each transcript created in

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Select a trigger in
Select an action in Salesforce
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Do more with Salesforce and in

By integrating and Salesforce with Relay, you can streamline and automate your workflow, saving time and improving productivity. With Relay's double check automations, you can enhance the accuracy and personalization of your interactions by allowing a human to add, customize, and verify the input fields of an automation before it runs. Additionally, Relay's AI Autofill feature enables you to leverage AI models like GPT to automatically fill out information based on available context.

Meeting Transcription and CRM Update

With this integration, you can automatically transcribe your meetings conducted through and update the relevant information in Salesforce. Relay's AI Autofill can enhance this automation by extracting key insights from the meeting transcription and populating the CRM with relevant information.

Email Follow-ups and Lead Management

Integrate with Salesforce and Relay to send personalized follow-up emails to leads based on interactions captured in Use double check automations to review and customize the email content before it is sent, ensuring accuracy and personalization.

Try Relay for free and start automating and optimizing your workflows today!

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Connect Salesforce and to 100+ apps