Salesforce updates itself now.

Relay turns your sales calls and email threads into Salesforce updates minutes after they happen. Stages, close dates, next steps stay current on their own, so your forecast matches reality.

Book a demo See how it works

Acme Industries

Opportunity · $86,000

Last touched 23 days ago Up to date · 2:17 PM

Stage Demo Requirements 47 days in stageUpdated 2:17 PM

“Next step on our side is the gap analysis with your team.”VP Operations · 42:18

Close Date Jun 30 Aug 15 Already passedUpdated 2:17 PM

“Realistically we’re signing after the board meets in August.”COO · 58:44

Next Step Follow up Send rollout plan before Friday exec review Added 6 weeks agoUpdated 2:17 PM

“Get us the rollout plan before Friday, I want it in front of the exec team.”COO · 51:02

Every change references a quote from the call.

Integrates with

Gong

Salesforce

Slack

Zoom

Gmail

The problem

Pipeline reviews shouldn’t open with “is this still right?”

The real story of every deal lives in call recordings and rep memory. It reaches Salesforce the night before the QBR, if it reaches it at all. So you forecast from a system that’s always a few weeks behind the truth.

Without Relay · last touched 23 days ago

StageNegotiationno change in 47 days

Close DateJun 30pushed 3 times

Next StepFollow upadded 6 weeks ago

With Relay · up to date

StageRequirementsfrom Thursday’s call

Close DateAug 15quote attached

Next StepSend rollout plan before exec reviewfrom Thursday’s call

Close dates that roll

Quarter after quarter, the same deals slide, and you find out at the forecast call.

Stages stuck in amber

“Negotiation” since March doesn’t mean negotiating. It means nobody updated the record.

The Friday scrub

Hours of nagging reps to fix fields before the pipeline review, every single week.

How it works

How Relay keeps Salesforce current.

Calls and emails go in. Salesforce updates come out.

Relay catches every deal change

Relay reads every call and email, and finds what changed on the deal. Every change carries the quote behind it.

Call transcriptPlatform Expansion Call · 62 min

Account Executive58:38

Where does the timeline land for you?

COO58:44

Realistically we’re signing after the board meets in August.

Account Executive58:51

Got it, I’ll adjust the rollout plan.

Close Date Aug 15

Relay drafts updates the way you would write them

It writes like you, not like a bot. Your custom instructions set the rules.

Drafting · Next Step

Your custom instruction

“Start every Next Step with its due date.”

Relay’s draft

Aug 1: Send rollout plan before exec review

Follows your instructions

One tap, and Salesforce is current

Drafts land in your Slack DMs minutes after the call. Tap approve, and Salesforce is updated.

Today

RelayAPP2:16 PM

3 suggested Salesforce updates ready for review

From “Platform Expansion Call” · 62 min

• Acme Industries 3 to review

Update Salesforce Open in Relay Skip all

3 fields written to Salesforce · 2:17 PM

Message Relay

For the team

A few questions your team might have.

The questions we get most often.

Is this another tool I have to live in?

No. Updates arrive as a Slack DM and you approve them right there. The review queue exists on the web too, but you never have to leave Slack.

Will it handle our custom fields?

Yes. Relay reads your Salesforce schema and only proposes values your org will accept, custom fields and picklists included.

What if I’d write it differently?

Every value is editable before it’s written, and nothing is written without your OK. Relay drafts; you decide what the CRM says.

How much time does it actually save?

The five minutes of admin after every external call becomes about ten seconds of review, because the drafts already sound like you. Editing is the exception, and a week of calls clears from Slack in one sitting.

How does it find my calls?

By itself. Relay pulls the recording from whatever your team uses, Zoom, Gong, any call provider, minutes after the call ends. No bot to invite, nothing to trigger, no tagging.

Who sets it up?