Google Slides

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Typeform

Relay

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.

Relay is a collaborative workflow automation platform that simplifies the integration process between various B2B applications. With Relay, you can seamlessly connect different SaaS products and enhance your productivity through efficient automation.

Avoid mistakes with Double Check approvals

 for any automation that could use an extra look from a teammate before it runs.

Most automations should be 100% hands-free. But some can be supercharged with a 

. Easily add personalization or missing inputs to automations that need it, especially automated emails and DMs.

Leverage the power of ChatGPT with AI Autofill

No matter whether you need a response for a support ticket, a personalized thank you note after a meeting, or the summary of a document, 

 brings ChatGPT suggestions to automations with just a click.

Ready to streamline your workflows and harness the potential of integrations? Try Relay for free today and revolutionize your business processes.

Automate your Salesforce & Relay workflows

Connect Salesforce to Relay

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