Platform · Salesforce Sync

Salesforce in, Salesforce out

Revenue Relay reads your Lead list views and, after every call, writes the activity, status update and mapped answers back to the Lead—with the agent, number and call time recorded.

Product diagram connecting a lead list, AI agent, captured contact details and Salesforce

Pull Lead lists

Browse list views from your connected org and call any of them from Revenue Relay.

Field mapping

Map each collected detail to a writable Lead field. Revenue Relay checks which fields are updateable before writing.

Original Salesforce diagram connecting Lead lists to mapped answers and call activity

Sync status and retry

Every call shows whether Salesforce sync succeeded, with a one-click retry if it didn't.

Requires an authorized Salesforce connection with Lead and activity permissions.

Design partners welcome

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