Supercharging Customer Success playbooks with external Data Sources

Thijs van As
Thijs van As
Founding Head of Product

April was a packed month! We launched tons of new features, including highly-requested integrations with Gmail, Hubspot, Pipedrive, and Trello.

We’re continuing to hear how valuable Relay is for Customer Success teams. Check out these new demo videos below for two essential CS playbooks: customer onboarding and QBR planning. Feel free to send these along to the CS leader in your company or pick a time for a personal demo!

✨ Spotlight: Data Sources

Relay playbooks are now more connected than ever! This month, we launched Data Sources. This means that you can now connect multiple external data sources to your playbooks.

Before data sources, playbooks were limited to importing data from just the external playbook trigger. Now, you can connect sources like your CRM, calendar, and project management tool all to the same playbook, and the data will be available to use anywhere in your playbook.

This is great for playbooks like customer onboarding, which typically rely on data stored in multiple apps. For example, when onboarding a new customer, you might need to email customer contacts stored in your HubSpot, as well as customer champions who are tracked separately in a Google Spreadsheet. Now, both these data sources can be connected to a single playbook.

To use Data Sources, connect a new source in your playbook’s Data tab.

After adding a data source, its data is available to use anywhere in your playbook. Data sources show up everywhere you may use variables.

For more details, check out Part 3: Managing data of our Getting Started Guide. If a data source you need is currently not supported, let us know and we’ll look into it!

πŸ… Data Sources in action: Customer Success

Two of the most essential playbooks for Customer Success teams are customer onboarding and the preparation of Quarterly Business Reviews (QBRs).

The playbook demos below integrate with various apps like HubSpot, Asana, Jira, Google Sheets, Docs and Slides to significantly increase the efficiency and consistency of these processes. Of course powered by Data Sources!

πŸš€ Changelog

Here is the full list of product updates that we shipped in April. We love to hear your feature requests and we respond to every one of them – just send a note with your request to me via thijs@relay.app!

πŸ’™ = team favorite

🦾 Core functionality

  • πŸ’™ Data Sources: Connect data from anywhere in your playbooks
  • πŸ’™ New variable type: Files
  • SOC2 Type 2 Certification
  • Gmail API integration
  • Edit history for playbooks

πŸ€– New Automations

  • Gmail: Add label
  • Gmail: Remove label
  • Gmail: Mark email as read
  • Gmail: Archive email
  • Google Drive: Upload a file
  • Google Calendar: Create event
  • Hubspot: Create contact
  • Hubspot: Update contact
  • Hubspot: Create company
  • Hubspot: Update company
  • Pipedrive: Get or create lead
  • Pipedrive: Log a call/event
  • πŸ’™ Send an email: Support for file attachments
  • Trello: Create card
  • Trello: Update card
  • Trello: Move card
  • Trello: Add comment to card

🎬 New Triggers

  • Hubspot: Company, Contact or Deal property changed
  • πŸ’™ Gmail: New email received
  • Gmail: Label added to email

🀩 Usability & experience updates

  • πŸ’™ Simplified & unified task + automation configuration dialog
  • Improved usability when using trigger variables
  • Trigger setup usability improvements

What will you automate?

Sign up and get started with your first Relay.app playbook today.
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