Loops + Relate

Loops + Relate integrations

Create and manage new contacts in Loops when a new contact is created in Relate

When a new contact is created within the Relate app, this workflow immediately updates your Loops app, saving you the effort of manual entry. By bridging the two platforms, this installation promotes seamless contact management. Efficiency and organization are enhanced, streamlining your contact-related tasks to boost productivity.

When this happens...
Contact CreatedTriggers when a new contact is created. Return contact data with custom fields.
TriggerInstant
automatically do this!
Add ContactAdds a contact to your audience.
ActionWrite

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More things you can do with Relate and Loops

Discover other triggers and actions you can use with Relate and Loops

Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
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Instant
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Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Trigger
Instant
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Deal Deleted
Triggers when a deal is deleted. Return deal data with custom fields.
Trigger
Instant
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Entry Created
Triggers when a new Entry is created. Return entry data with fields.
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Instant
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Entry Updated
Triggers when a contact is updated. Return contact data with fields.
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Instant
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Organization Deleted
Triggers when an organization is deleted. Return organization data with custom fields.
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Instant
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Note Deleted
Triggers when a note is deleted. Return note data with custom fields of related lead.
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Instant
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- List ID
  Required
- Contact ID
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
Action
Write
- Organization ID
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
Action
Write
- Organization ID
  Required
- Author ID
- Author email
- Note body
  Required
Action
Write
- Company Name
  Required
- Company Website
- Company Description
- Organization Assignee
- Contact Name
  Required
- Contact Title
- Contact Email
  Required
- Contact Phone
- Note
- Deal Assignee
- Pipeline Stage
- Prospect Status
- Deal Value
- Deal Note
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Note ID
- New note body
Action
Write
- List ID
  Required
- ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization ID
- Organization Name
Action
Search
- List ID
  Required
- Organization ID
  Required
Action
Search
- Organization Name
- Match Mode
- Organization ID
Action
Search
- Organization
  Required
- Organization Name
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Search or write
- Organization Name
  Required
- Match Mode
- Organization ID
- Organization Website
- Organization Description
- Organization Assignee
Action
Search or write
Contact Subscribed to Mailing List
Triggers when a contact is subscribed to a mailing list.
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Contact Unsubscribed
Triggers when a contact is unsubscribed from your audience in Loops.
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted in Loops.
Trigger
Instant
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Transactional Email Sent
Triggers when a transactional email is sent to a recipient.
Trigger
Instant
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- Email
  Required
Action
Write
- Transactional Id
  Required
- Email
  Required
- Add contact to your audience
- Data Variables
Action
Write
- Contact Email
  Required
Action
Search

Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Trigger
Instant
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Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated. Return deal data with custom fields.
Trigger
Instant
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Entry Deleted
Triggers when a entry is deleted. Return contact data with fields.
Trigger
Instant
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Organization Created
Triggers when a new organization is created. Return organization data with custom fields.
Trigger
Instant
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Note Created
Triggers when a new note is created. Return note data with custom fields of related lead.
Trigger
Instant
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Pipeline Stage Updated
Triggers when a pipeline stage is updated. Return deal data with custom fields.
Trigger
Instant
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- List ID
  Required
- Contact ID
  Required
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- List ID
  Required
- Organization ID
  Required
- Contact ID
- Status
  Required
- Assignee
- One Time Value
  Required
- Recurring Value
  Required
- Recurring Value Period
  Required
Action
Write
- Organization
  Required
- Pipeline Stage
- Pipeline Name
- Pipeline Stage Name
- Prospect Status
- Prospect Status Name
- Deal Value
  Required
- Deal Value Period
  Required
- Contact
- Deal Assignee
- Deal Assignee Email
- Deal Note
Action
Write
- Organization Name
  Required
- Organization Website
- Organization Description
- Organization Assignee
Action
Write
- Organization
- Contact
- Name
- New Name
- New Title
- Email
- New Email
- Phone
- New Phone
Action
Write
- Deal
  Required
- New Contact
- New Deal Assignee
- New Deal Assignee Email
- New Pipeline Stage
- New Pipeline Name
- New Pipeline Stage Name
- New Prospect Status
- New Prospect Status Name
- New Deal Value
- New Deal Value Period
- New Deal Note
Action
Write
- Organization Name
  Required
- New Organization Name
- Organization Website
- Organization description
- Organization Assignee
Action
Write
- Contact Name
- Email
- Phone
- Contact ID
Action
Search
- List ID
  Required
- Contact ID
  Required
Action
Search
- Organization ID
- Organization Name
- Author email
- Note body
Action
Search
- Contact Name
- Contact Email
- Contact Phone
- Contact ID
- Organization ID
- Contact Title
Action
Search or write
- Organization ID
  Required
- Organization Name
- Author email
- Note body
  Required
- Author ID
Action
Search or write
Campaign Email Sent
Triggers when a campaign email is sent to a recipient (warning: will trigger for every recipient of your campaign).
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Instant
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Contact Unsubscribed From Mailing List
Triggers when a contact is unsubscribed from a mailing list.
Trigger
Instant
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Contact Created
Triggers when a contact is created in Loops.
Trigger
Instant
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Loop Email Sent
Triggers when a loop email is sent to a recipient (warning: will trigger for every recipient of your loop's emails).
Trigger
Instant
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- Email
  Required
- First Name
- Last Name
- Source
- Subscribed
- User Group
- User ID
- Mailing Lists
Action
Write
- Email
- User ID
- Event Name
  Required
- Event Properties
- Mailing Lists
Action
Write
- Email
  Required
- First Name
- Last Name
- Source
- Subscribed
- User Group
- User ID
- Mailing lists
Action
Write
- Email
  Required
- First Name
- Last Name
- Source
- Subscribed
- User Group
- User ID
- Mailing Lists
Action
Search or write

About Loops

Loops is a platform for SaaS companies to send marketing and transactional email.

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Related categories

Email Newsletters

About Relate

Relate is a simple collaborative sales and CRM software.

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Related categories

CRM (Customer Relationship Management)

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