Salesforce integrations in Relay.app

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

Overview

Connect Salesforce to your other apps. Coordinate across apps and keep data up-to-date where you need it, when you need it, automatically. Build your first Relay.app workflow in minutes. Check below for the Salesforce triggers and actions Relay.app supports today and just let us know if we’re missing one you need.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.
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
Actions
Record
attach_file
Attach file to record
add
Create or update record
add
Create record
search
Find record(s)
edit
Update record

Automate Salesforce in minutes with our how-to guides

See all how-to guides ➔
Create a new lead in Salesforce for each new Paddle subscriptionCreate new contacts in Outlook Contacts for new Salesforce recordsAutomatically update a Salesforce record whenever a new row is added to Google SheetsGenerate new QuickBooks Online customers from new Salesforce accountsAutomatically send a drafted email in Gmail whenever an opportunity stage changes in SalesforceCreate a new subscriber in Drip for a newly added record in SalesforceCreate new records in Salesforce for new rows added in a Coda tableAutomatically update a Salesforce record every time an envelope is signed in SigneasyAutomatically create a new record in Salesforce or update an existing one whenever a record is added in AirtableLink Salesforce records to Monday.com itemsCreate a new record in Salesforce from a new record added in AirtableAutomatically create a new record in Salesforce or update an existing one every time a form response is submitted in Google Forms Automatically create a new record in Salesforce every time there is a new submission in FilloutAdd a new row to Google Sheets for a newly added record on SalesforceAdd a new database page in Notion for a newly added record on SalesforceSend an email via Outlook for a newly added record on SalesforceAutomatically create or update a Salesforce record whenever a new row is added to Google SheetsTag ConvertKit subscribers when a new record is added in SalesforceAutomatically create or update a Salesforce record every time there is a new submission in FilloutAutomate creating new tasks in Salesforce from AsanaCreate new Salesforce leads from TypeformCreate a new lead in Salesforce for a new record added in AirtableAutomatically send Slack messages to a channel each time an opportunity reaches a new stage in SalesforceNotify the right sales reps in Slack for new leads in SalesforceCreate a new contact in Salesforce for each new Paddle subscriptionAutomatically send Slack messages to a channel when new cases are recorded in SalesforceAdd a new subscriber in Mailchimp for a newly added record on SalesforceCreate a new contact on HubSpot for a newly added record in SalesforceCreate a new contact in Mailjet for a newly added record on SalesforceCreate a new record in Salesforce for a newly added row in Google SheetsAutomatically send Slack messages to a channel when Salesforce Opportunity stages changeCreate a new Salesforce record for a new Typeform responseCreate a Salesforce record from a new database page in NotionCreate a new client on Harvest for a newly added record in SalesforceCreate a new contact in Salesforce for each transaction created in PaddleAutomatically create a draft email in Gmail whenever an opportunity stage is reached in SalesforceSync a new Salesforce record to add a row in RetableAutomatically create Apollo contacts for new Salesforce recordsAdd a new Pipedrive person for a newly added record on SalesforceCreate a new record in Salesforce for each sender of a newly received email in GmailAutomatically generate invoices in Documint based on new Salesforce recordsAutomatically create a draft email in Gmail every time a new record is added in SalesforceAutomatically assign a label to an email in Gmail whenever an opportunity stage changes in SalesforceAutomatically send an email from Gmail whenever an opportunity stage changes in SalesforceCreate a new record in Salesforce for a new customer with new payments in StripeSync a new Salesforce record to RetableAutomatically send Slack direct messages when opportunity stages in Salesforce are reachedCreate a Todoist task for a new Salesforce case recordCreate a new record in Salesforce for each respondent submitted in Webflow formCreate a Salesforce record for a new Pipedrive projectAutomatically create Google Drive folders for new Salesforce recordsAutomatically create a new Salesforce record for a new contact created in Google ContactsSend an email via Gmail for a newly added record in SalesforceCreate a new customer in Paddle for a newly added record in SalesforceCreate a new project in Linear for a newly added record on SalesforceCreate a new record in Salesforce for a newly added project on LinearCreate a new record on Salesforce for a new subscriber on MailchimpAutomatically share a presentation from Google Slides from a newly added record in SalesforceCreate a new record in Salesforce for a newly created user on HarvestCreate a new lead in Salesforce for each new Paddle customerCreate a new record in Salesforce for a newly submitted form on HubSpotAutomatically send a drafted email in Gmail whenever a specific stage is reached in SalesforceCreate a new Todoist project for a new Salesforce recordSend a Signeasy envelope to sign for a newly added record in SalesforceAutomatically create a Salesforce record for each new Jotform respondentAutomatically create a new record in Salesforce every time a new user is added in WebflowCreate a new record in Salesforce for a newly received Outlook email Automatically create a draft email in Gmail whenever an opportunity stage changes in SalesforceCreate a new record in Salesforce when a new record is added in SmartSuiteSync new Salesforce records with Airtable.Create a new Salesforce record for each Todoist taskAutomatically send a drafted email in Gmail every time a new record is added in SalesforceCreate a new Webflow user for a new Salesforce recordCreate a Front contact for a new Salesforce recordCreate a new Salesforce record for a new Apollo contactAutomatically add a label to an email in Gmail when a specific stage of an opportunity is reached in SalesforceAutomatically add a label to an email in Gmail every time a new record is added in SalesforceCreate a new customer in Stripe for a newly added record in SalesforceSync new Salesforce records to CodaCreate a Salesforce record for each new Chargebee subscriptionCreate a new record in Salesforce for each respondent of a Google FormAutomatically create a new Salesforce record every time an envelope is signed in SigneasyCreate new rows in a Coda table for new stages reached in SalesforceAutomatically send an email from Gmail whenever a specific stage is reached in SalesforceAdd a new card in Trello for a newly added record in SalesforceCreate a new Salesforce contact from a new project in Todoist

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool with deep integrations and rich workflow features. If you have a workflow that requires input from a teammate—like making a decision that requires human judgment, reviewing the output of an AI model, or approving a next step—Relay.app is the platform for you. Beyond its features, Relay.app’s user-friendly experience makes it an excellent tool for anyone on your team to pick up.

    Learn more about Relay.app's features.

  • How do I connect Salesforce to Relay.app?

    1. Create a free Relay.app account.
    2. Set up a trigger, which is what will start each workflow run.
    3. Choose one or more actions to run as part of your workflow.
    4. Connect and authorize Salesforce and any other apps you want to automate.
    5. Turn on your workflow, and start getting your repetitive tasks done without lifting another finger.

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Make.com alternative for automating Salesforce?

    Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to automate Salesforce that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.

    For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.

    Of course we're biased, but we believe Relay.app is the best way to automate Salesforce—give it a try and let us know what you think.

See why people love Relay.app

Photo of Salama💯
Salama💯
@SalamaErgossum
X logo

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!

Photo of Marco Elizalde
Marco Elizalde
Twitter verified logo
@marcoETmx
X logo

I discovered @relay and it is incredible

Photo of Peter Jauhal
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.

Photo of Lucas Grey
Lucas Grey
Twitter verified logo
@ImLucasGrey
X logo

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.

Photo of Rafa
Rafa
Twitter verified logo
@rafanocode
X logo

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
Photo of Duke Dao
Duke Dao
@dummy_coder
X logo

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

Photo of Benjamin Borowski👨‍🚒
Benjamin Borowski👨‍🚒
Twitter verified logo
@typeoneerror
X logo

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.

Photo of Notion Coach
Notion Coach
Twitter verified logo
@NotionCoach
X logo

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

Photo of Maayan
Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Photo of Eva (Ziki) Zivanovic
Eva (Ziki) Zivanovic
Twitter verified logo
@ZikiDoesNotion
X logo

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

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

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Background imageBackground image