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 makes it easy to integrate and automate your workflow between HelpScout and Salesforce. With Relay, you can seamlessly connect these two popular SaaS apps to streamline your customer support and sales processes. Here are a few use cases for combining HelpScout and Salesforce with Relay:

Enhance your customer support by using Relay's Double Check Automations to personalize your email responses in HelpScout. Before an automation runs, a human can add customized input fields for each workflow run. This allows you to tailor your responses based on individual customer needs, improving customer satisfaction and engagement.

Combine the power of Salesforce's robust CRM capabilities with Relay's AI Autofill feature to automate lead generation. Use AI models like GPT to dynamically fill out information in Salesforce based on available context. Automatically generate leads with accurate and personalized data, saving time and increasing the efficiency of your sales team.

Take your integration game to the next level by connecting Relay with other SaaS apps in your tech stack. Unlock the potential of seamless collaboration between automations, AI models, and human touchpoints. Try Relay for free and experience the power of integrated workflows today.

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.

HelpScout is a popular customer support ticketing system designed for teams. It provides a seamless and collaborative platform for managing customer inquiries, emails, live chats, and phone calls. With HelpScout's integration with Relay, teams can streamline their customer support processes even further. Here are a few use cases to inspire you:

You can use Relay to automatically assign incoming support tickets to the right team member based on predefined rules, such as ticket type, language, or priority. This ensures that each ticket is handled by the most qualified person, reducing response times and improving customer satisfaction.

Relay's AI Autofill feature can be leveraged to automatically tag support tickets with relevant labels or categories. By integrating HelpScout with AI models like GPT, you can train the system to analyze ticket content and assign appropriate tags, making it easier to categorize and prioritize tickets for faster resolution.

With HelpScout's collaboration features and Relay's double check automations, you can personalize customer responses at scale. Use HelpScout to draft a response and then involve an AI model or a human team member to double-check and refine the content. This ensures that each customer interaction is tailored to their needs and maintains a human touch.

Ready to supercharge your HelpScout workflows? Try Relay for free and experience the power of seamless collaboration, AI-driven automations, and integrations with your favorite SaaS products.

Automate your Salesforce & HelpScout workflows

Connect Salesforce to HelpScout

Connect HelpScout to Salesforce

Integrating Salesforce and HelpScout

Personalized Customer Communication

Automated Lead Generation

Ready to get started?