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Perplexity + Salesforce Integrations

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Connect Perplexity to Salesforce
Example screenshots
Example workflows
Triggers and actions
Perplexity + your other apps
Salesforce + your other apps
Related blog posts
FAQ

Perplexity + Salesforce integrations: unlimited possibilities

Salesforce > Salesforce

Trigger

Last triggered

Opportunity stage reached

Create record

Overview

Connect Perplexity to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Perplexity, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Perplexity and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Perplexity and Salesforce integrations in Relay.app

Use any of these Perplexity actions in your Relay.app workflows.

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use any of these Perplexity actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example Perplexity + Salesforce workflows

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Automatically extract with Llama 3.1 8b in Perplexity for each opportunity stage reached in Salesforce

Try it

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Summarize with Llama 3.1 8b automatically in Perplexity for each opportunity stage changed in Salesforce

Try it

arrow_forward

Translate with Llama 3.1 8b automatically in Perplexity for each record added in Salesforce

Try it

arrow_forward

Summarize with Llama 3.1 8b automatically in Perplexity for each opportunity stage reached in Salesforce

Try it

arrow_forward

Translate with Llama 3.1 8b automatically in Perplexity for each opportunity stage reached in Salesforce

Try it

Perplexity Triggers

No Perplexity triggers yet

Request trigger

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Perplexity Actions

Custom prompt

forum

Prompt Llama 3.1 8b

Extract

manage_search

Extract with Llama 3.1 8b

Summarize

summarize

Summarize with Llama 3.1 8b

Translate

translate

Translate with Llama 3.1 8b

Create your own Salesforce + Perplexity integration

Select a trigger in Salesforce

Select an action in Perplexity

Create your workflow

Or connect Salesforce to your other apps

AI Automation - what it is and how to use it

This article will explore how AI is going to transform automation for the better and give you some practical tips to get started.

Jacob Bank

Aug 16, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Perplexity to Salesforce with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Perplexity or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Perplexity and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Perplexity to Salesforce?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Perplexity and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

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.

Rafa

@rafanocode

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

Duke Dao

@dummy_coder

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

Benjamin Borowski👨‍🚒

@typeoneerror

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.

Notion Coach

@NotionCoach

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

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

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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New to Relay.app? Learn how to automate your first workflow

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Perplexity + Salesforce integrations: unlimited possibilities

Screenshots of Perplexity and Salesforce integrations in Relay.app

Example Perplexity + Salesforce workflows

Automatically extract with Llama 3.1 8b in Perplexity for each opportunity stage reached in Salesforce

Summarize with Llama 3.1 8b automatically in Perplexity for each opportunity stage changed in Salesforce

Translate with Llama 3.1 8b automatically in Perplexity for each record added in Salesforce

Summarize with Llama 3.1 8b automatically in Perplexity for each opportunity stage reached in Salesforce

Translate with Llama 3.1 8b automatically in Perplexity for each opportunity stage reached in Salesforce

Create your own Salesforce + Perplexity integration

Connect Perplexity to your other apps

Or connect Salesforce to your other apps

Related blog posts

AI Automation - what it is and how to use it

FAQ

What is Relay.app?

How do I connect Perplexity to Salesforce with Relay.app?

Is Relay.app a Zapier alternative for connecting Perplexity to Salesforce?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?