Automate your Salesforce & Google Sheets workflows
Build your first playbook today and start automating Salesforce & Google Sheets workflows in minutes.
Integrating Salesforce and Google Sheets
Relay seamlessly integrates Google Sheets and Salesforce, enabling you to streamline your workflows and improve productivity. With Relay's powerful automation capabilities, you can automate data synchronization between Google Sheets and Salesforce, ensuring that your records are always up-to-date and accurate. Whether you are managing leads, contacts, or opportunities, Relay simplifies the process by automatically transferring data between the two apps.
Data Import and Export
Easily import and export data between Google Sheets and Salesforce with Relay. This integration allows you to quickly and efficiently transfer data, eliminating the need for manual data entry. You can import leads from Google Sheets into Salesforce or export sales data from Salesforce into a Google Sheets spreadsheet for further analysis.
Sales Pipeline Management
Relay empowers you to automate your sales pipeline management. Automatically create new opportunities in Salesforce based on data in Google Sheets, ensuring that no potential leads fall through the cracks. Keep your sales team focused on closing deals while Relay handles the data entry and organization.
Sales Reporting
Generate comprehensive sales reports by combining data from Google Sheets and Salesforce. Use Relay to pull relevant data from both apps and automatically create dynamic reports. With real-time updates and accurate data, you can make informed decisions and track your sales performance effectively.
Try Relay for free today and experience the power of seamless automation and collaboration across Google Sheets, Salesforce, and more!