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Salesforce + Lever Integrations

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Connect Salesforce to Lever
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Lever + your other apps
FAQ

Salesforce + Lever integrations

Salesforce > Lever

Trigger

Last triggered

Opportunity stage reached

Create opportunity

Overview

Connect Salesforce to Lever in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Lever, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Lever, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Lever integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use Relay.app's Lever integrations to trigger actions across your apps

Preview of Use any of these Lever actions in your Relay.app workflows

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Lever integrations to trigger actions across your apps

Use any of these Lever actions in your Relay.app workflows

Example Salesforce + Lever workflows

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Automatically create opportunity in Lever for each opportunity stage reached in Salesforce

Try it

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Create record automatically in Salesforce for each opportunity stage changed in Lever

Try it

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Add note to opportunity automatically in Lever for each opportunity stage changed in Salesforce

Try it

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Automatically update record in Salesforce for each opportunity archived in Lever

Try it

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Archive opportunity automatically in Lever for each record added in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Automatic Resume Parsing

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Lever Actions

Opportunity

note_add

Add note to opportunity

Create your own Salesforce + Lever integration

Select a trigger in Salesforce

Select an action in Lever

Create your workflow

Or automate Lever + Salesforce

Select a trigger in Lever

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Lever to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Lever with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Lever to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Lever to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Lever?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Lever that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Lever—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Salesforce + Lever integrations

Screenshots of Salesforce and Lever integrations in Relay.app

Example Salesforce + Lever workflows

Automatically create opportunity in Lever for each opportunity stage reached in Salesforce

Create record automatically in Salesforce for each opportunity stage changed in Lever

Add note to opportunity automatically in Lever for each opportunity stage changed in Salesforce

Automatically update record in Salesforce for each opportunity archived in Lever

Archive opportunity automatically in Lever for each record added in Salesforce

Inspirational workflows

Summarize RSS Feed

Automatic Resume Parsing

Create your own Salesforce + Lever integration

Or automate Lever + Salesforce

Connect Salesforce to your other apps

Or connect Lever to your other apps

FAQ

What is Relay.app?

How do I connect Salesforce to Lever with Relay.app?

Is Relay.app a Make.com alternative for connecting Salesforce to Lever?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?