AI Voice, SMS & CRM Automation

Integrations

Relay Integrations for Your Leads, Calendars and CRM

Send leads into Relay from website forms, Meta Instant Forms and the Relay Booking Engine, book onto your Google or Outlook calendar, and keep Follow Up Boss, Jobber or Builder Prime in sync with every conversation.

Lead sources
WHWebsite formsVia webhook
IFMeta Instant FormsFacebook & Instagram lead ads
BEBooking EngineRelay’s website intake
PHCalls & textsRelay phone numbers
RelayAgents + CRM
Your CRM
RRelay CRMBuilt in
FBFollow Up BossCRM integration
JBJobberCRM integration
BPBuilder PrimeCRM integration
Lead Sources

Every Lead Source, One Instant Response

Wherever a lead comes from, Relay can respond within seconds and log the conversation in one place.

01Webhook

Website forms via webhook

Point any form that can send a webhook at Relay. Each new submission can trigger an instant call or text, and the details land on the contact record.

02Meta

Meta Instant Forms

Leads from Facebook and Instagram lead ads reach Relay as they’re submitted, so Relay can contact them while they’re still on their phone.

03Built in

Relay Booking Engine

Our website intake and scheduling widget qualifies visitors before they book, with every booking created in Relay CRM.

04Phone & SMS

Calls and texts

Relay phone numbers handle inbound calls and texts directly, including missed-call text back and AI callbacks.

CRM and Calendars

Keep Your CRM in Sync With Every Conversation

Use Relay CRM, or connect the CRM your team already lives in. Conversations, outcomes and next steps go where your team works.

RBuilt in
Included with every plan

Relay CRM

Contacts, conversations, AI summaries, stages and follow-up in one place, built for the way Relay works.

FBAvailable
Popular with real estate teams

Follow Up Boss

Connect Relay to Follow Up Boss so new leads and conversation outcomes stay in step with your team’s pipeline.

JBAvailable
Popular with home service businesses

Jobber

Connect Relay to Jobber so the calls and texts Relay handles stay connected to your customers and work.

BPAvailable
Popular with home improvement contractors

Builder Prime

Connect Relay to Builder Prime so leads and conversation outcomes flow into your sales process.

CalAvailable
For booking

Google & Outlook calendars

Relay books appointments onto connected Google or Outlook calendars, by person, team or location.

+Roadmap
More coming

Using a different CRM?

More integrations are on the roadmap. Tell us what your team uses and we’ll let you know what’s possible today.

Ask about your CRM →
How It Works

How a Lead Flows Through Relay

From the moment a form is submitted to the moment your team picks it up, every step is automatic and recorded.

⚡01 · Lead sourceLead arrivesWebhook form, Meta Instant Form or Booking Engine
☎02 · AI agentRelay respondsCalls or texts within seconds
◆03 · DecisionQualified?
Yes → book the appointmentNot yet → nurture
⇄04 · SyncCRM updatedRelay CRM, Follow Up Boss, Jobber or Builder Prime
✓05 · Your teamReady to actSummary, stage and next step where you work
Lead sourceAI agentDecisionSyncYour team
Questions

Integration FAQs

Want to see Relay connected to your own forms and CRM? We’ll map the setup with you.

Which CRMs does Relay integrate with?

Relay CRM is built in. Relay also integrates with Follow Up Boss, Jobber and Builder Prime, with more CRM integrations on the roadmap.

Yes. Any form that can send a webhook can send new submissions to Relay, which can then call or text the lead within seconds.

Yes. Relay connects to Meta Instant Forms so new lead ad submissions reach Relay right away.

Relay books appointments onto connected Google or Outlook calendars, and can route bookings by person, team or location.

Tell us what you use. More integrations are on the roadmap, and we’ll walk through the options for your setup during the demo.

Get Started

See Relay Working With Your Stack

Book a demo and we’ll show you how Relay connects to your lead sources, calendars and CRM.