Salesforce + SmartSuite Integrations

Connect Salesforce to SmartSuite in just a few clicks, for free, with Relay.app.
Check below for the triggers and actions Relay.app supports, as well as example workflows using Salesforce and SmartSuite. Relay.app provides seamless integration between Salesforce, SmartSuite, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

Example Salesforce + SmartSuite workflows

Salesforce iconarrow_forwardSmartSuite icon

Automatically create record in SmartSuite for each opportunity stage reached in Salesforce

SmartSuite iconarrow_forwardSalesforce icon

Create record automatically in Salesforce for each comment added in SmartSuite

Salesforce iconarrow_forwardSmartSuite icon

Update record automatically in SmartSuite for each opportunity stage changed in Salesforce

SmartSuite iconarrow_forwardSalesforce icon

Automatically update record in Salesforce for each record added in SmartSuite

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
SmartSuite Actions
Table
SmartSuite logo
add_comment
Add comment to record
SmartSuite logo
library_add
Create or update record
SmartSuite logo
library_add
Create record
SmartSuite logo
search
Find record(s)
SmartSuite logo
edit
Update record
SmartSuite Triggers
Record
SmartSuite logo
add
Comment added
Table
SmartSuite logo
add
New record added
SmartSuite logo
edit
Record changed
SmartSuite logo
target
Record first meets conditions
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
search
Find record(s)
Salesforce logo
edit
Update record

See why people love Relay.app

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Marco Elizalde
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@marcoETmx
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I discovered @relay and it is incredible

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Lucas Grey
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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.

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

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Benjamin Borowski👨‍🚒
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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.

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

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Maayan
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You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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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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Lincoln T.
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5 stars

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier).

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier). So thanks guys and keep up the awesome work!

- It super easy to test automations

- more than enough integrations with the essential apps

- human in the loop makes things so easy (and durable)

- the first automation platform where it makes sense to add your team to

- support is out of this world fast and helpful

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Zack S.
Small Business
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4.5 stars

Easy to use automation tool with a great team and product support

Ease of use to automate many different tasks. The platform is being updated regularly to become more powerful and provides access to ai features that make it available to anyone with basic computer skills.

Customer support is top notch

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