.avif)
Sync Data Everywhere, Instantly
Automatically send processed data to your CRM, policy systems, and databases—no more CSV exports or manual uploads.
- Connect to 100+ business applications via API with real-time synchronization
- Eliminate manual data transfer with automated workflow orchestration
- Maintain complete audit trails with error handling and delivery confirmations
.avif)
Trusted by
Tired of document transfer bottlenecks?
Teams spend hours manually exporting data, formatting files, and uploading information between systems—creating delays, errors, and operational bottlenecks.
Manual Export/Import Cycles
Your team extracts clean data from documents, then spends hours downloading CSVs, reformatting fields, and manually uploading batches to your CRM system
Version Control Chaos
Multiple team members export data at different times, creating conflicting records in your CRM and confusion about which information is current and accurate
Data Transfer Delays
Processed documents sit in queues while your team manually exports, formats, and uploads data to Salesforce, creating bottlenecks that delay decision-making and frustrate customers
Introducing Heron's Relay Product Suite
From manual uploads to seamless automation—see how real-time integration transforms operations
Traditional Approach
- Manual data entry teams struggling with complex document formats
With Heron
- Automated extraction with human-level accuracy and built-in quality controls
and many more..
Explore Our Relay Products
Eliminate manual data transfers completely
Work with your existing tech stack, not against it
Track every document from start to finish
Salesforce
Push parsed data and enrichment results directly into Salesforce — keeping your pipeline, accounts, and tasks in sync.
Dynamics
Integrate with Microsoft Dynamics to auto-populate submissions, track status, and streamline follow-up across teams.
And more syncs!
Explore more of our products and customize your workflow, tailored to your use-case.
