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We recently unveiled a Fillout integration with Relay, an exciting new platform for workflow automation using AI. Jacob Bank, Relay CEO and former Director of Product Management at Google, kindly shared his thoughts on the integration and on automation more broadly. More below!
The best teams excel by effectively executing their critical, repeated processes, such as prospect outreach, sales demos, and customer engagement. However, many teams struggle to execute these processes well, often using a range of apps that are disconnected and disjointed. Relay helps teams address these issues by automating tasks across applications with AI assistance, human collaboration, and a multiplayer experience, providing a new workflow automation tool that automates more than ever before.
Why choosing the right form matters
One of the key inputs to many critical business processes is collecting form responses from stakeholders. Nearly every important process requires inputs on a form, which is why we feel like having the right form solution is an important choice for modern teams. Enter: Fillout. Fillout’s modern and flexible form builder enables teams to make any form in minutes. With their streamlined solution, you can create powerful forms, surveys and quizzes your audience will actually answer.
Ways you can automate tasks with Relay
Fillout powers teams to collect responses, but the real magic happens when you can automate next steps based on those form responses. That’s where Relay comes in: with Relay, you can trigger actions across all of the other apps your team uses based on responses to Fillout forms:
- With your CRM: Use Relay to connect your CRM like Hubspot, Attio, Pipedrive, Affinity, or Salesforce to create new records based on Fillout form responses.
- With your Collaborative Database: Use Relay to connect your collaborative database like Airtable, Notion, or Smartsuite to update tables based on Fillout form responses.
- With your Email Marketing tool: Use Relay to connect your email marketing tools like Mailchimp, Drip, Lemlist, and Mailjet to add contacts to lists based on Fillout form responses.
Sample use case
For example, let’s say you have a sales demo sign up-form on your website. You can create this form with Fillout, capture responses, and then use Relay to add all of the key details from each response to a record in your CRM! This automatically ports the information over from one application to another. Now, let’s say you want to send an email reminding the person who signed up for the demo about the upcoming call–Relay can automatically draft an email reminder using a template with the key details extracted from the information provided in the Fillout form. You can either send the email as is, or you can use a human-in-the-loop double check to have someone on your team review the email before sending! This is just one example of how Relay and Fillout are better together.
If you’re ready to use Relay and Fillout together to transform automations based on form responses, head to Relay.app to get started! Sign up for free, create a playbook, connect your Fillout account, and trigger actions based on form responses. Learn more here. Now back to automating!
Written by
Jacob Bank is the founder and CEO of Relay.app. He previously served as the Director of Product Management at Google and founded Timeful.