Automate your Salesforce & workflows

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

Connect to Salesforce

Create your playbook

Integrating Salesforce and

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!

Ready to get started?

Sign up now and get started with your first Salesforce & playbook today
Try Relay for free