Integrations
Get your leads into the CRM and inbox you already use.
Two kinds of connection, and they work differently. CRM sync sends leads to Salesforce or HubSpot. The Email button opens a new message in your own email app.
CRM sync
Salesforce and HubSpot
Included on Tier 1, Tier 2 and Enterprise
- What you do
- Connect your CRM once in the Relay web app, then send leads to it. One connection covers your whole team.
- What transfers
- The lead's contact record: name, company, title, email and phone, including details added by enrichment.
- What you see
- Each lead shows whether it is in your CRM, so you can tell what has been sent and what has not.
Gmail and Outlook
In the Relay web app
Outlook - What you do
- Click Email on any lead. A new message opens in your default email app, addressed to the person you met. You write and send it yourself.
- What transfers
- Nothing is synced. Relay hands the lead's email address to your email app, and your message stays in your own inbox.
- Why it helps
- The voice note, transcript and summary sit right beside the Email button, so the follow-up can mention what you actually discussed.
Export
CSV export
On every plan, including Free
Download your leads as a spreadsheet from the web app, for any CRM or tool we do not connect to yet.
Where we are today
Four connections that work.
Salesforce, HubSpot, Gmail and Outlook are the whole list today, plus CSV export for everything else. Running a different CRM? Tell us your stack. It shapes what we connect next.
Get the app
Start free on your phone.
Download Relay for iPhone or Android and sign up in the app. Your account comes with the Relay web app, so your team can work the leads from a laptop after the show.
- Unlimited badge and card scans and voice notes on Relay Free
- Sign up on your phone, then use the web app at your desk
- Exhibiting where your organizer includes Relay? Your account is already set up
Buying for a team? Book a demo.