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Salesforce + SmartSuite Integrations

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

Salesforce + SmartSuite integrations: unlimited possibilities

Salesforce > SmartSuite

Trigger

Last triggered

Opportunity stage reached

Create record

Overview

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

Check below for example workflows using Salesforce and SmartSuite, 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 Salesforce and SmartSuite 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 SmartSuite actions in your Relay.app workflows.

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

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 SmartSuite actions in your Relay.app workflows.

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

Example Salesforce + SmartSuite workflows

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Create a new record in Salesforce when a new record is added in SmartSuite

Relay.app is an automation tool that lets you automate actions across SmartSuite, Salesforce, 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 SmartSuite “New record added” event.

Try it

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Automatically create record in SmartSuite for each opportunity stage reached in Salesforce

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Create record automatically in Salesforce for each comment added in SmartSuite

Try it

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Update record automatically in SmartSuite for each opportunity stage changed in Salesforce

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Automatically update record in Salesforce for each record added in SmartSuite

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

SmartSuite Actions

Table

add_comment

Add comment to record

library_add

Create or update record

library_add

Create record

Find record(s)

edit

Update record

SmartSuite Triggers

Record

add

Comment added

Table

add

New record added

edit

Record changed

target

Record first meets conditions

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 + SmartSuite integration

Select a trigger in Salesforce

Select an action in SmartSuite

Create your workflow

Or automate SmartSuite + Salesforce

Select a trigger in SmartSuite

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect SmartSuite to your other apps

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 SmartSuite with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or SmartSuite to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and SmartSuite 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 SmartSuite?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to SmartSuite 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 SmartSuite—give it a try and let us know what you think.

See why people love Relay.app

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

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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.

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@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.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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