Google Slides

HubSpot

Google Play Store

Gmail

Pipedrive

Greenhouse

Jira

Calendly

Intercom

Google Groups

Google Docs

Slack

Zendesk

Reply.io

Salesforce

Linear

Tempo

Lever

Webflow

Apollo

Google Forms

Affinity

CallRail

Zoom

Google Tasks

Tremendous

Chargebee

Fireflies.ai

Google Calendar

Ashby

Google Drive

Notion

Airtable

Google Sheets

OpenAI

App Store

Trello

Asana

Tally

Confluence

HelpScout

GitHub

Typeform

Relay

Relay provides seamless integration between Google Docs and Salesforce, allowing you to combine the power of both apps to streamline your workflow. With Relay, you can automate tasks and bridge the gap between document collaboration and customer relationship management. Here are some use cases that showcase the potential of this integration:

Create a Google Docs template for sales proposals and automatically populate it with client information from Salesforce. The template can be customized using Relay's double check automations, giving you the flexibility to review and personalize each proposal before it is sent out.

Leverage Google Docs as a collaborative workspace for your sales team. With Relay's AI Autofill feature, you can automatically generate meeting minutes or reports based on data from Salesforce. The AI model can intelligently fill in relevant information, saving time and ensuring accuracy.

Integrate Google Docs with Salesforce to enhance customer support workflows. Use Relay's AI Autofill to automatically generate support tickets in Salesforce based on customer inquiries received in a Google Docs form. This enables speedy ticket creation and ensures that all customer interactions are properly logged in your CRM.

Try Relay for free and experience the power of seamless integration between Google Docs, Salesforce, and other SaaS products. Unlock new possibilities and boost productivity in your everyday workflows.

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.

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.

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.

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.

Google Docs is a popular cloud-based document editor developed by Google. It allows users to create and edit text documents, spreadsheets, and presentations online. With its seamless collaboration features, multiple team members can simultaneously work on the same document, making it an ideal tool for remote teams and cross-functional collaboration.

Integrating Google Docs with Relay opens up endless possibilities for streamlining workflows and enhancing productivity. Here are some powerful use cases you can build using Google Docs, Relay, and other SaaS integrations:

Harness the power of Google Docs and AI models like GPT to automate content generation. Use Relay's AI Autofill feature to generate draft blog posts, marketing content, or reports. Double check automations can be used to involve human review and customization before finalizing the content.

By integrating Google Docs with CRM systems like Salesforce, HubSpot, or Zoho CRM, you can automate data entry tasks. Use Relay to populate CRM fields with data from Google Docs, reducing manual effort and ensuring accuracy.

With Google Docs and workflow automation in Relay, you can create streamlined approval processes. Automate the creation of approval documents and trigger notifications to stakeholders. Double check automations can be used to ensure all information is complete and accurate before submission.

Ready to supercharge your workflows? Try Relay for free and experience the power of seamless integration and collaboration.

Automate your Salesforce & Google Docs workflows

Connect Salesforce to Google Docs

Integrating Salesforce and Google Docs

Streamline Proposal Creation

Improve Team Collaboration

Enhance Customer Support

Ready to get started?