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Relay

Relay provides seamless integration between Salesforce and Zendesk, enabling businesses to streamline their workflows and enhance collaboration between sales and support teams. With Relay, you can effortlessly combine the powerful functionality of both apps to create automated workflows that save time, reduce errors, and improve efficiency.

Lead Qualification and Support Ticket Creation

By integrating Salesforce and Zendesk through Relay, you can automatically create support tickets in Zendesk when a lead in Salesforce meets specific criteria. This ensures that sales and support teams are aligned, providing prompt assistance to potential customers and improving customer satisfaction.

Relay enables the automation of customer onboarding processes using Salesforce. Once a new customer is added to Salesforce, Relay can trigger automated actions in Zendesk to send onboarding emails, create follow-up tickets, and assign them to the appropriate support agent.

Experience the power of seamless collaboration between Salesforce, Zendesk, and other SaaS apps by trying Relay for free. Streamline your workflows, enhance automation, and improve team efficiency 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.

Zendesk is a popular customer service platform that allows businesses to manage customer support tickets, track customer interactions, and provide self-service options. With its robust set of features, Zendesk helps businesses streamline their customer support operations and deliver exceptional service. Integration with Relay, a collaborative workflow automation platform, unlocks even more possibilities for businesses to automate and optimize their customer service processes.

By integrating Zendesk with Relay, businesses can automate the process of assigning tickets to the right department or agent. Relay's AI Autofill can analyze the ticket details and suggest the most appropriate assignee based on historical data or predefined rules. This ensures faster response times and improved collaboration among support teams.

Relay's Double check automations allow support agents to personalize their responses before sending them to customers. By integrating Zendesk with Relay, support agents can use pre-configured templates, add AI-generated content, or review and modify responses suggested by AI models like GPT. This enables efficient and accurate communication with customers.

Integrating Zendesk with other SaaS products like CRM platforms or marketing automation tools through Relay enables businesses to sync customer data in real time. This ensures that support agents have access to the most up-to-date customer information, facilitating personalized interactions and proactive problem-solving.

Ready to streamline your customer support operations and unlock the power of automation? Try Relay for free and start building advanced workflows that combine Zendesk and other SaaS products to enhance your customer service experience.

Automate your Salesforce & Zendesk workflows

Connect Salesforce to Zendesk

Integrating Salesforce and Zendesk

Lead Qualification and Support Ticket Creation

Customer Onboarding and Ticket Follow-up

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