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Relay

Relay's integration between HubSpot and Salesforce allows you to seamlessly connect and automate your marketing and sales workflows. By integrating these two powerful SaaS apps, you can streamline lead management, nurture campaigns, and customer relationship management processes like never before.

With Relay, you can automatically sync contacts, leads, and opportunities between HubSpot and Salesforce. Capture leads from HubSpot and ensure they are seamlessly added to your Salesforce CRM for sales follow-up. Bidirectional sync between the two apps ensures that any updates made in either system are reflected in both, reducing manual data entry and keeping your data up to date.

Boost your marketing efforts by leveraging the power of both HubSpot and Salesforce. Set up automated workflows that trigger based on lead behaviors or CRM data. For example, you can automatically enroll leads into specific HubSpot workflows based on criteria in Salesforce, ensuring personalized and timely follow-up.

Integrated Customer Relationship Management

Create a holistic view of your customers by connecting HubSpot's marketing data with Salesforce's comprehensive CRM features. Utilize data from both apps to gain deeper insights into your customers' behavior, preferences, and history. This integration allows your sales team to access all relevant information from both apps during sales conversations to provide a personalized experience.

With Relay's HubSpot and Salesforce integration, the possibilities are endless. And the best part? You can also leverage Relay's AI capabilities, such as Double Check Automations and AI Autofill, to further enhance your workflows. Connect Relay with other SaaS apps in your tech stack, and unlock even more powerful automation possibilities.

Take the next step towards transforming your marketing and sales processes - try Relay for free 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.

HubSpot is a leading customer relationship management (CRM) platform that helps businesses grow and manage their customer relationships. With its comprehensive suite of tools, HubSpot enables businesses to organize, track, and nurture leads, automate sales and marketing processes, and provide excellent customer service.

Relay seamlessly integrates with HubSpot, allowing you to supercharge your CRM and marketing automation workflows. By leveraging Relay's powerful automation capabilities and HubSpot's rich customer data, you can create a highly personalized and efficient sales and marketing engine.

Create customized email sequences and outreach campaigns using HubSpot's CRM data and Relay's automation features. Double check automations ensure that emails are personalized and accurate before they are sent, increasing engagement and response rates. With AI Autofill, you can use AI models like GPT to automatically fill in personalized content based on customer data from HubSpot, delivering hyper-personalized emails at scale.

Automate your sales pipeline management using HubSpot and Relay to optimize your sales process. Create automations that update lead status, schedule follow-up tasks, and trigger notifications for your sales team. With Relay's AI Autofill feature, you can leverage AI models to fill out deal information based on available context, enabling sales reps to focus on building relationships instead of data entry.

Integrate HubSpot with other SaaS products to enhance data enrichment workflows. Use Relay to automate data syncing between HubSpot and tools like Clearbit or ZoomInfo to enrich customer profiles with additional information. With Relay's double check automations, you can review and verify the accuracy of the enriched data before it is updated in HubSpot, maintaining data integrity and ensuring reliable insights.

Ready to supercharge your HubSpot workflows? Try Relay for free and experience seamless integration, powerful automations, and AI-driven personalization.

Automate your Salesforce & HubSpot workflows

Connect Salesforce to HubSpot

Connect HubSpot to Salesforce

Integrating Salesforce and HubSpot

Improved Lead Management

Nurture Campaign Automation

Integrated Customer Relationship Management

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