Reply + Salesforce Integration

Integrate Reply to Salesforce in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify contacts, update your CRM, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Reply
    Contact is created in Reply
  • Reply
    Prospect replies to an email in Reply Instant
  • Reply
    Email is sent in Reply Instant
  • Reply
    Person opens email in Reply Instant
  • Reply
    Reply is marked with new inbox category in Reply Instant
  • Reply
    Prospect finished the sequence in Reply Instant
  • Reply
    Person opts out in Reply Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for Reply + Salesforce Integration

Capture leads, update contacts, sync records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Reply Integration

Create Reply contact for new Salesforce record

Are you tired of manually creating Reply contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Reply contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Reply {{action.Contact} creation!
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Reply + Salesforce Integration

Create Salesforce contact for new Reply contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesforce contact and Reply contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Reply + Salesforce Integration

Create Salesforce record for new Reply contact

When a new contact is created in your Reply software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Reply + Salesforce Integration

Create Salesforce opportunity for new Reply contact

This automation makes it easy to create new opportunitys in Salesforce when a new contact is created in Reply. Just connect your accounts, and every time a new contact is created in Reply, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Reply + Salesforce Integration

Create Salesforce task for new Reply contact

Salesforce and Reply are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesforce - Reply integration, you can automatically create task in Salesforce whenever a new contact is created in Reply.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Reply + Salesforce Integration

Create Salesforce record for new Reply contact

When a new contact is created in your Reply software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Got a different task in mind? Describe it

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Connect more apps to your Reply + Salesforce flow

Connect your outreach and CRM data with messaging tools, calendars, spreadsheets, and support systems to streamline your entire sales operation. Pick a combination and activate it in one click.

Reply
Salesforce
+
HubspotHubspot (6)
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CalendlyCalendly (4)
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GmailGmail (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (4)
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Create a HubSpot contact when a new contact is created in Reply, and update Salesforce
New Reply contacts sync directly into HubSpot and update Salesforce instantly, eliminating duplicate data entry across platforms.
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When a Salesforce lead is created, push it to a campaign in Reply and log it in HubSpot
New Salesforce leads automatically trigger outreach campaigns in Reply while recording activity details in HubSpot.
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When a prospect replies to an email in Reply, update Salesforce and create a deal in HubSpot
Prospect replies in Reply automatically update your Salesforce records and open new deals in HubSpot for your team.
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If a Salesforce lead is updated to qualified, add them to a Reply campaign and notify HubSpot
Qualified Salesforce leads enter targeted Reply sequences automatically while HubSpot tracks the qualification stage.
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Use Claude to qualify a new Reply contact, create a Salesforce lead, and log it in HubSpot
AI evaluates inbound Reply contacts before creating prioritized Salesforce leads and recording them in HubSpot.
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When a prospect finishes a sequence in Reply, update Salesforce and create a follow-up task in HubSpot
Completed Reply sequences automatically trigger Salesforce status updates and open follow-up tasks in HubSpot.

Supported triggers and actions for Reply and Salesforce

Mix and match to build the exact automation you need

Reply
Reply Triggers & Actions
Contact is created in Reply
Triggers the automation when a new contact is created
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Instant
Prospect replies to an email in Reply
Triggers the automation when a prospect replies to an email
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Instant
Email is sent in Reply
Triggers the automation when an email is sent
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Instant
Person opens email in Reply
Triggers the automation when a person opens an email
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Instant
Reply is marked with new inbox category in Reply
Triggers the automation when a reply is marked with a new inbox category
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Instant
Prospect finished the sequence in Reply
Triggers the automation when prospect finishes the sequence
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Instant
Person opts out in Reply
Triggers the automation when a person opts out of marketing communications
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Create a person and push to campaign in Reply
Creates a new person and adds them to a campaign
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Create or Update Contact in Reply
Adds or update contact information
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Search contact by email in Reply
Finds and retrieves contact information using their email address
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Search contact status in campaign in Reply
Searches for a contact's status in a campaign
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Remove a contact from campaign in Reply
Removes a contact from a campaign
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Mark as finished in Reply
Mark a task or item as completed
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Mark as replied in Reply
Mark incoming messages as replied to save time and keep track of conversations
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Reply + Salesforce?

Streamline your sales pipeline by connecting outreach activity directly to your CRM records without lifting a finger.

What you can automate?
🔄
Sync Reply contacts to Salesforce instantly
Automatically create or update Salesforce records the moment a new contact is generated in Reply. Keep your outreach data and CRM pipeline perfectly synchronized in real time.
📋
Capture every custom field and attribute
Map all prospect details, custom variables, and response data from Reply straight into your Salesforce record fields instead of just basic names and emails.
🔔
Alert your sales team immediately
Send instant notifications to your team whenever a prospect replies to an email in Reply or reaches a critical stage in Salesforce.
🔀
Route leads based on submitted data
Trigger different actions or assign leads to specific reps in Salesforce based on how prospects respond to your outreach sequences in Reply.
⏱️
Keep records updated as campaigns progress
Automatically update Salesforce lead statuses and deal stages whenever contacts complete sequences or opt out of outreach in Reply.
🔍
Prevent duplicates with smart search and update
Search existing Salesforce records by email before creating new entries, updating current contacts when matches are found.
📉
Handle later status changes and opt-outs
Automatically remove contacts from active campaigns in Reply and update suppression flags in Salesforce when a prospect opts out.
🌐
Extend your workflow to Slack and Google Sheets
Push outreach data from Reply and Salesforce into connected tools like Slack or Google Sheets to keep all stakeholders informed.
And much more...

Who is Reply + Salesforce integration for?

Sales leaders, account executives, and revenue operations teams synchronizing outreach campaigns and CRM records rely on this integration to eliminate manual data entry and accelerate response times.

Performance analysts
Performance analysts
Sales development reps
Sales development reps
Revenue operations managers
Revenue operations managers
Outbound sales teams
Outbound sales teams
Account executives
Account executives
CRM administrators
CRM administrators
📈
Performance analysts
You review outreach conversion metrics and pipeline reports, but your Salesforce records only update when someone manually exports data, so the lead counts you're optimizing against are always hours behind — this integration means every Reply contact syncs instantly and your numbers stay current.
Sales development reps
You need to engage new prospects the moment they respond, but leads sit unassigned while you manually copy details over, so interested buyers slip away — automating both apps means every reply creates a Salesforce lead immediately and you can follow up faster.
🤝
Revenue operations managers
You report progress to leadership and external stakeholders who track campaign performance, but missing handoffs between your outreach platform and CRM create blind spots in your pipeline — connecting these apps means every contact journey is logged accurately without manual audits.
🚀
Outbound sales teams
You manage thousands of outreach interactions weekly, but nobody has time to manually update contact statuses and deal stages across platforms, so customer histories break — with this integration, high-volume data flows smoothly and your records stay pristine.
🎯
Account executives
You own the demo and closing stages and depend on your outbound team to pass qualified leads over, but dropped details cause friction during handoffs — this integration means every Reply sequence completion updates Salesforce instantly so you never miss context.
🗂️
CRM administrators
You need a complete, unfragmented history of prospect interactions in Salesforce, but reps frequently forget to log outreach events and email opens, leaving major gaps in customer profiles — automating both apps means every touchpoint is captured reliably and your audit trails remain intact.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Reply + Salesforce

Build and manage your Reply + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Reply + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Reply to Salesforce?
Frequently Asked Questions
You can connect Reply to Salesforce in one click using pre-built workflows or ask Integrately AI to build the automation. It takes seconds to link your accounts alongside tools like Hubspot, Gmail, and Slack.
Can I automatically create Salesforce leads from Reply contacts?
Frequently Asked Questions
Can I connect Reply, Salesforce, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Reply and Salesforce?
Frequently Asked Questions
How does Reply handle contact data synchronization here?
Frequently Asked Questions
How does Salesforce record updates during outreach campaigns?
Frequently Asked Questions
Do I need coding skills to automate Reply and Salesforce?
Frequently Asked Questions
Is the Reply and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Reply or Salesforce With 1500+ Other Apps

Reply
Popular Reply Integrations
Connect Reply to email tools, CRM platforms, and messaging systems to enhance your outreach workflows.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, project management, and customer support tools to keep your business data connected.