Salesforce Integrations
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How-to guides featuring Salesforce
See all how-to guides ➔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
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.