Integrationsarrow_forwardSalesforce Integrationsarrow_forward

Salesforce + Anthropic Integrations

Connect for free

On this page

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

Salesforce + Anthropic integrations: unlimited possibilities

Salesforce > Anthropic

Trigger

Last triggered

Opportunity stage reached

Prompt Claude 3 Haiku

Connect Salesforce to Anthropic

Overview

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

Check below for example workflows using Salesforce and Anthropic, 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.

Built by the folks who led Gmail and Google Calendar, Relay.app is an automation 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 Salesforce and Anthropic integrations in Relay.app

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.

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

Preview of Add any Anthropic action to your workflow.

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

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

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

Add any Anthropic action to your workflow.

Example Salesforce + Anthropic workflows

arrow_forward

Automatically prompt Claude 3 Haiku in Anthropic for each opportunity stage reached in Salesforce

Try it

arrow_forward

Prompt Claude 3 Opus automatically in Anthropic for each opportunity stage changed in Salesforce

Try it

arrow_forward

Extract with Claude 3 Haiku automatically in Anthropic for each record added in Salesforce

Try it

arrow_forward

Prompt Claude 3 Opus automatically in Anthropic for each opportunity stage reached in Salesforce

Try it

arrow_forward

Extract with Claude 3 Haiku automatically in Anthropic for each opportunity stage reached in Salesforce

Try it

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

Anthropic Actions

Custom prompt

forum

Prompt Claude 3 Haiku

forum

Prompt Claude 3 Opus

forum

Prompt Claude 3.5 Sonnet

Extract

manage_search

Extract with Claude 3 Haiku

manage_search

Extract with Claude 3 Opus

manage_search

Extract with Claude 3.5 Sonnet

Summarize

summarize

Summarize with Claude 3 Haiku

summarize

Summarize with Claude 3 Opus

summarize

Summarize with Claude 3.5 Sonnet

Translate

translate

Translate with Claude 3 Haiku

translate

Translate with Claude 3 Opus

translate

Translate with Claude 3.5 Sonnet

Anthropic Triggers

No Anthropic 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

Create your own Salesforce + Anthropic integration

Select a trigger in Salesforce

Select an action in Anthropic

Create your workflow

Connect Salesforce to your other apps

See all blog posts ➔

Tutorials

How to Buy Credits for the Anthropic API to use the Claude Models

If you want to use Anthropic's Claude models in your application or your automated workflows, you'll need to buy API credits. This tutorial will walk you through how to do that.

Jacob Bank

Sep 5, 2024

Automation Ideas

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 Salesforce to Anthropic with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Anthropic to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Anthropic 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 Make.com alternative for connecting Salesforce to Anthropic?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Anthropic 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 connect and automate Salesforce and Anthropic—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

Visit our wall of love

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

What will you automate?

Get started for free

Salesforce + Anthropic integrations: unlimited possibilities

Screenshots of Salesforce and Anthropic integrations in Relay.app

Example Salesforce + Anthropic workflows

Automatically prompt Claude 3 Haiku in Anthropic for each opportunity stage reached in Salesforce

Prompt Claude 3 Opus automatically in Anthropic for each opportunity stage changed in Salesforce

Extract with Claude 3 Haiku automatically in Anthropic for each record added in Salesforce

Prompt Claude 3 Opus automatically in Anthropic for each opportunity stage reached in Salesforce

Extract with Claude 3 Haiku automatically in Anthropic for each opportunity stage reached in Salesforce

Create your own Salesforce + Anthropic integration

Connect Salesforce to your other apps

Or connect Anthropic to your other apps

Related blog posts

How to Buy Credits for the Anthropic API to use the Claude Models

AI Automation - what it is and how to use it

FAQ

What is Relay.app?

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

Is Relay.app a Make.com alternative for connecting Salesforce to Anthropic?

See why people love Relay.app

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

What will you automate?