Salesforce + Smartlead.ai integrations

Salesforce logoSalesforce > Smartlead.ai
Trigger
Last triggered
Salesforce logoOpportunity stage reached
Smartlead.ai logoAdd lead to campaign
Overview
Connect Salesforce to Smartlead.ai in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Smartlead.ai, and many other popular SaaS applications.
Check below for example workflows using Salesforce and Smartlead.ai, 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.

Screenshots of Salesforce and Smartlead.ai integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps
Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of 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 Smartlead.ai integrations to trigger actions across your apps
Preview of Use any of these Smartlead.ai actions in your Relay.app workflows.

Example Salesforce + Smartlead.ai workflows

Salesforce iconarrow_forwardSmartlead.ai icon

Automatically add lead to campaign in Smartlead.ai for each opportunity stage reached in Salesforce

Smartlead.ai iconarrow_forwardSalesforce icon

Create record automatically in Salesforce for each lead added in Smartlead.ai

Salesforce iconarrow_forwardSmartlead.ai icon

Update lead automatically in Smartlead.ai for each opportunity stage changed in Salesforce

Smartlead.ai iconarrow_forwardSalesforce icon

Automatically update record in Salesforce for each lead unsubscribed in Smartlead.ai

Salesforce iconarrow_forwardSmartlead.ai icon

Update lead category automatically in Smartlead.ai for each record added in Salesforce

Salesforce Triggers
Opportunity
Salesforce logo
edit_square
Opportunity stage changed
Salesforce logo
edit_square
Opportunity stage reached
Record
Salesforce logo
add
New record added
Salesforce logo
edit
Record changed
Salesforce logo
target
Record first meets conditions
Smartlead.ai Actions
Campaign
Smartlead.ai logo
person_add
Add lead to campaign
Smartlead.ai logo
search
Find lead(s)
Smartlead.ai logo
pause
Pause campaign for lead
Smartlead.ai logo
person_remove
Remove lead from campaign
Smartlead.ai logo
play_circle
Resume campaign for lead
Smartlead.ai logo
unsubscribe
Unsubscribe lead from all campaigns
Smartlead.ai logo
unsubscribe
Unsubscribe lead from campaign
Smartlead.ai logo
edit
Update lead
Smartlead.ai logo
tag
Update lead category
Reply
Smartlead.ai logo
reply
Reply to lead message
Other
Smartlead.ai logo
block
Add to global block list
Smartlead.ai Triggers
Campaign
Smartlead.ai logo
left_click
Email link clicked
Smartlead.ai logo
mark_email_read
Email opened
Smartlead.ai logo
add
Lead added
Smartlead.ai logo
unsubscribe
Lead unsubscribed
Reply
Smartlead.ai logo
send
Email sent to lead
Smartlead.ai logo
reply
Lead replied to email
Salesforce Actions
Record
Salesforce logo
attach_file
Attach file to record
Salesforce logo
add
Create or update record
Salesforce logo
add
Create record
Salesforce logo
delete
Delete record
Salesforce logo
search
Find record(s)
Salesforce logo
edit
Update record

Create your own Salesforce + Smartlead.ai integration

Select a trigger in Salesforce
Select an action in Smartlead.ai
Create your workflow

Or automate Smartlead.ai + Salesforce

Select a trigger in Smartlead.ai
Select an action in Salesforce
Create your workflow

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Or connect Smartlead.ai to your other apps

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Google Slides + Smartlead.ai integrations
Google Slides
Automate Google Calendar + Smartlead.ai
Google Calendar
Connect OpenAI to Smartlead.ai
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Integrate App Store with Smartlead.ai
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Sync Google Play Store with Smartlead.ai
Google Play Store
Greenhouse + Smartlead.ai automations
Greenhouse
How to use Gmail + Smartlead.ai
Gmail
Jira + Smartlead.ai integrations
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Automate Linear + Smartlead.ai
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Connect Ashby to Smartlead.ai
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FAQ

  • What is Relay.app?

    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 Smartlead.ai with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Salesforce or Smartlead.ai to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Salesforce and Smartlead.ai 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 Smartlead.ai?

    Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Smartlead.ai 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 Smartlead.ai—give it a try and let us know what you think.

See why people love Relay.app

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