Salesforce Integrations

Relay.app is an automation tool that lets you automate actions across apps. Unlike other automation tools, Relay.app lets you add human approvals and decisions to any automated workflow.

Relay.app makes it easy to integrate Salesforce with other apps to automate workflows for yourself and your team. Build your first playbook today and start automating your Salesforce workflows in minutes.

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Salesforce integrations in Relay.app

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Actions

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How-to guides featuring Salesforce

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Create a new record in Salesforce for a newly created customer in Paddle

Relay.app is an automation tool that lets you automate actions across Salesforce, Paddle and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Paddle “Customer created” event.

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Automatically send Slack direct messages when a Salesforce case is created

Do you struggle to promptly respond to customer issues? Relay.app is here to help. It automates notifications in Slack whenever a new case record is created in Salesforce, enhancing communication efficiency and empowering your team to stay informed and connected in real-time. Say goodbye to missed opportunities and hello to a more efficient approach to customer support. Follow our four easy steps to set up this integration and take your team's productivity to the next level with Relay.app!

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Automatically send Slack direct messages when Salesforce opportunity stages change

Salesforce is great for tracking opportunities, but managing stage changes and keeping your team informed can be challenging. That's where Relay.app comes in – it automatically sends Slack direct messages when there's a change in Salesforce opportunity stages, improving communication and efficiency. Our guide walks you through the easy setup process in just four steps. Say goodbye to missed updates and hello to a more connected sales team. Try Relay.app today!

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Automatically update a Salesforce record every time an envelope is signed in Signeasy

Are you tired of manually updating Salesforce records every time an envelope is signed in Signeasy? Not only is it time-consuming, but it can also lead to errors and inaccuracies in your CRM activities. That's where Relay.app comes in! With this amazing integration, you can automate the entire process and ensure that your data is always up to date, without any manual effort. Say goodbye to the hassle and hello to more productivity and accuracy. Excited to learn how to set it up? Follow our easy guide and you'll be up and running in no time!

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Create a new record in Salesforce from a new record added in Airtable

Effortlessly synchronize your data across platforms by automatically adding new records from Airtable to Salesforce. With this integration, Relay.app seamlessly connects your databases and CRM systems. When a new entry is added in Airtable, Relay.app instantly duplicates the information, creating a corresponding record in Salesforce. This efficient process ensures that your data is consistently updated and easily accessible in both platforms.

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Add a new row to Google Sheets for a newly added record on Salesforce

Excited to seamlessly synchronize your Salesforce data with Google Sheets? Let's introduce Relay.app, your integration companion for effortless workflows. With Relay.app connecting Salesforce and Google Sheets, every new record added in Salesforce can effortlessly prompt the addition of a corresponding row in Google Sheets. In this guide, we'll delve into configuring Relay.app to automate the addition of new rows in Google Sheets for each newly added record in Salesforce, ensuring streamlined data management without manual intervention.

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Add a new database page in Notion for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Notion and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Notion “Add database page to database” action for each Salesforce “Record added” event.

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Send an email via Outlook for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Outlook “Send email” action for each Salesforce “Record added” event.

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Create a new lead in Salesforce for a new record added in Airtable

Simplify lead generation by automatically creating new leads in Salesforce whenever you update records in Airtable. With this integration, Relay.app seamlessly connects your data and CRM systems. As you add or modify records in Airtable, Relay.app swiftly generates corresponding leads in Salesforce, ensuring that every potential opportunity is captured effortlessly. This streamlined process enhances lead management and keeps your sales pipeline organized.

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Automatically send Slack messages to a channel each time an opportunity reaches a new stage in Salesforce

Are you tired of missing crucial updates and opportunities during your sales cycle? Do you need help keeping your team informed and on track? Well, we have some game-changing news for you! Meet Relay.app – the ultimate solution to revolutionize communication and streamline workflows between Salesforce and Slack. With Relay.app, you can send customized Slack messages whenever an opportunity reaches a new stage in Salesforce, ensuring your team is always in the loop. No more missed updates or delayed responses due to communication gaps! Our comprehensive guide will show you how to set up this integration in just four easy steps, empowering your sales team to stay informed and agile in responding to critical opportunities. Say hello to a more connected, efficient, and successful approach to sales management. So, what are you waiting for? Let's get started!

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Create a new contact in Salesforce for each new Paddle subscription

Automate your contact management process by integrating Paddle with Salesforce through Relay.app. This integration enables the automatic creation of new contacts in Salesforce for each new subscription initiated in Paddle. As new subscriptions are created in Paddle, Relay.app dynamically generates corresponding contacts in Salesforce. This streamlined approach enhances lead conversion and ensures that your contact database remains up-to-date.

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Automatically send Slack messages to a channel when new cases are recorded in Salesforce

Do you want to avoid missing out on essential customer inquiries or issues? Do you need help to keep up with the constant flow of cases? If so, you are not alone! Many support teams face the challenge of balancing case management with the need for efficient communication. That's where Relay.app comes in - a revolutionary solution designed to enhance communication and streamline workflows between Salesforce and Slack. With Relay.app, you can receive instant Slack notifications whenever a new case is recorded in Salesforce. No more missed opportunities or delayed responses! This guide will walk you through the simple steps to seamlessly integrate Relay.app into your workflow, empowering your support team to stay on top of customer needs. Ready to get started? Let's dive in!

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Add a new subscriber in Mailchimp for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Mailchimp, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Mailchimp “Add subscriber to list” action for each Salesforce “New record added” event.

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Create a new contact on HubSpot for a newly added record in Salesforce

Relay.app is an automation tool that lets you automate actions across HubSpot, Salesforce, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the HubSpot “Get or create contact” action for each Salesforce “New record added” event.

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Create a new contact in Mailjet for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Mailjet and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Mailjet “Get or create contact” action for each Salesforce “New record added” event.

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Create a new record in Salesforce for a newly added row in Google Sheets

Looking to synchronize your data between Google Sheets and Salesforce effortlessly? Enter Relay.app, your integration solution for seamless workflows. With Relay.app bridging Google Sheets and Salesforce, each newly added row in Google Sheets can automatically trigger the creation of a new record in Salesforce. In this guide, we'll explore configuring Relay.app to simplify your workflow by automatically creating new records in Salesforce for each newly added row in Google Sheets, ensuring efficient data management without manual intervention.

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Automatically send Slack messages to a channel when Salesforce Opportunity stages change

Are you tired of struggling to keep your sales team informed and up-to-date on the latest developments in your pipeline? Do you find it challenging to ensure that every team member is promptly notified of critical milestones and updates as they happen? If so, you're not alone. Sales teams worldwide face the same dilemma - the need to manage opportunities effectively while staying connected and informed in real time. That's where Relay.app is a game-changing solution that can transform how you communicate and streamline workflows between Salesforce and Slack. With Relay.app, you can automatically send Slack messages when Salesforce opportunity stages are updated, making it easy for your team to stay informed and collaborate effectively. No more missed updates, communication gaps, and delays in responding to critical stages in your sales pipeline. In this guide, we'll take you through the four easy steps to set up this seamless integration and empower your sales team to achieve their targets and foster strong client relationships. Get ready to take your sales game to the next level!

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Create a new client on Harvest for a newly added record in Salesforce

Excited to streamline your client management between Salesforce and Harvest? Enter Relay.app, your integration solution for effortless workflows. With Relay.app bridging Salesforce and Harvest, each newly added record in Salesforce can automatically trigger the creation of a new client in Harvest. In this guide, we'll explore configuring Relay.app to simplify your workflow by automatically creating new clients in Harvest for each newly added record in Salesforce, ensuring efficient client management without manual intervention.

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Create a new contact in Salesforce for each transaction created in Paddle

Automate contact creation in Salesforce for each transaction created in Paddle through seamless integration with Relay.app. This integration streamlines contact management by facilitating data transfer between Paddle and Salesforce. Upon a transaction being created in Paddle, Relay.app triggers the automatic creation of a corresponding contact in Salesforce, ensuring customer information is promptly organized without manual intervention.

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Automatically send Slack direct messages when opportunity stages in Salesforce are reached

Relay.app is a transformative solution streamlining workflows between Salesforce and Slack. It ensures that every sales team member is instantly notified when opportunities progress through various stages of the sales cycle. This guide shows you how to set up this integration in just four easy steps. So, if you want to boost your team's productivity and take your sales game to the next level, keep reading!

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Create a Todoist task for a new Salesforce case record

Simplify your task management by automating the creation of Todoist tasks for new Salesforce case records. This integration ensures seamless coordination between your customer service platform and task management tool. When a new case record is created in Salesforce, Relay.app promptly generates a corresponding task in Todoist, allowing your team to address customer issues efficiently. This streamlined process enhances productivity and ensures that all relevant tasks are captured and actioned upon in a timely manner.

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Create a new customer in Paddle for a newly added record in Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Paddle and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Paddle “Get or create customer” action for each Salesforce “Record added” event.

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Create a new project in Linear for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Linear, Salesforce, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Linear “Create project” action for each Salesforce “New record added” event.

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Create a new record in Salesforce for a newly added project on Linear

Relay.app is an automation tool that lets you automate actions across Salesforce, Linear, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Linear “New Project added” event.

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Create a new record on Salesforce for a new subscriber on Mailchimp

Relay.app is an automation tool that lets you automate actions across Salesforce, Mailchimp, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Mailchimp “New subscriber” event.

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Automatically share a presentation from Google Slides from a newly added record in Salesforce

Ready to revolutionize your presentation sharing strategy alongside your Salesforce workflow? Enter Relay.app, your integration hero for seamless workflows. With Relay.app seamlessly connecting Salesforce and Google Slides, each new addition to your Salesforce records can effortlessly prompt the sharing of a presentation from Google Slides. In this guide, we'll dive into configuring Relay.app to automate the sharing of presentations from Google Slides for every new record added in Salesforce, ensuring smooth collaboration without any manual effort.

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Create a new record in Salesforce for a newly created user on Harvest

Ready to synchronize your user data seamlessly between Harvest and Salesforce? Meet Relay.app, your integration solution for effortless workflows. With Relay.app bridging Harvest and Salesforce, every newly created user in Harvest can automatically trigger the creation of a new record in Salesforce. In this guide, we'll explore configuring Relay.app to simplify your workflow by automatically creating new records in Salesforce for each newly created user in Harvest, ensuring efficient data management without manual intervention.

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Create a new lead in Salesforce for each new Paddle customer

Automate your lead generation process by integrating Paddle with Salesforce through Relay.app. This integration enables the automatic creation of new leads in Salesforce for each new customer added in Paddle. As new customers are onboarded in Paddle, Relay.app dynamically generates corresponding leads in Salesforce. This streamlined approach enhances lead management and ensures that your sales pipeline remains populated with qualified prospects.

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Create a new record in Salesforce for a newly submitted form on HubSpot

Relay.app is an automation tool that lets you automate actions across Salesforce, HubSpot, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each HubSpot “Form submission received” event.

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Create a new record in Salesforce for a newly received Outlook email

Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Outlook “Email received” event.

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Automatically create a new Salesforce record every time an envelope is signed in Signeasy

Are you tired of spending hours managing documents and keeping track of your CRM records? Look no further than Relay.app! This amazing tool seamlessly integrates Signeasy with Salesforce, automating record generation whenever an envelope is signed. The best part? You'll never have to worry about manual data entry again, saving you time and effort. With this integration, your CRM records will always be up to date, allowing you to focus on what matters - growing your business. In this guide, we'll walk you through the simple setup process so you can start transforming your operations today!

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Create new rows in a Coda table for new stages reached in Salesforce

Learn how to set up a Relay playbook that optimizes your CRM processes by tracking new Salesforce opportunity stages directly in a Coda table. This guide ensures that every change in the Salesforce opportunity stage triggers the addition of a new row in Coda.

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Create a new Salesforce contact from a new project in Todoist

Simplify your contact management process by automating the creation of new Salesforce contacts from new Todoist projects. This integration ensures seamless coordination between your project management and customer relationship platforms. When a new project is initiated in Todoist, Relay.app promptly generates a corresponding contact in Salesforce, enabling your team to keep your CRM system updated with relevant information. This streamlined process enhances productivity and ensures that all pertinent contacts are captured and organized efficiently.

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Do more with Salesforce and Relay.app

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.

Automate lead generation

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.

Enhance customer service

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.

Automate sales reporting

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.

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Salesforce Integrations

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Salesforce integrations in Relay.app

How-to guides featuring Salesforce

Create a new record in Salesforce for a newly created customer in Paddle

Automatically send Slack direct messages when a Salesforce case is created

Automatically send Slack direct messages when Salesforce opportunity stages change

Sync Salesforce opportunities to Airtable records

Create a new lead in Salesforce for each new Paddle subscription

Create new records in Salesforce for new rows added in a Coda table

Automatically update a Salesforce record every time an envelope is signed in Signeasy

Create a new record in Salesforce from a new record added in Airtable

Add a new row to Google Sheets for a newly added record on Salesforce

Add a new database page in Notion for a newly added record on Salesforce

Send an email via Outlook for a newly added record on Salesforce

Create a new lead in Salesforce for a new record added in Airtable

Automatically send Slack messages to a channel each time an opportunity reaches a new stage in Salesforce

Create a new contact in Salesforce for each new Paddle subscription

Automatically send Slack messages to a channel when new cases are recorded in Salesforce

Add a new subscriber in Mailchimp for a newly added record on Salesforce

Create a new contact on HubSpot for a newly added record in Salesforce

Create a new contact in Mailjet for a newly added record on Salesforce

Create a new record in Salesforce for a newly added row in Google Sheets

Automatically send Slack messages to a channel when Salesforce Opportunity stages change

Create a new client on Harvest for a newly added record in Salesforce

Create a new contact in Salesforce for each transaction created in Paddle

Automatically send Slack direct messages when opportunity stages in Salesforce are reached

Create a Todoist task for a new Salesforce case record

Create a new customer in Paddle for a newly added record in Salesforce

Create a new project in Linear for a newly added record on Salesforce

Create a new record in Salesforce for a newly added project on Linear

Create a new record on Salesforce for a new subscriber on Mailchimp

Automatically share a presentation from Google Slides from a newly added record in Salesforce

Create a new record in Salesforce for a newly created user on Harvest

Create a new lead in Salesforce for each new Paddle customer

Create a new record in Salesforce for a newly submitted form on HubSpot

Create a new record in Salesforce for a newly received Outlook email

Automatically create a new Salesforce record every time an envelope is signed in Signeasy

Create new rows in a Coda table for new stages reached in Salesforce

Create a new Salesforce contact from a new project in Todoist

Do more with Salesforce and Relay.app

Automate lead generation

Enhance customer service

Automate sales reporting

Ready to use Salesforce in Relay.app?